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qraseman1
March 18, 2020
Question

Can i automatically import 401k information from fidelity into turbotax

  • March 18, 2020
  • 1 reply
  • 0 views
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1 reply

ReginaM
ReginaM
March 18, 2020

Yes, you can import your data from Fidelity by following these steps in TurboTax:

  1. While in your Tax Home,
  2. Select Search from the top right side of your screen,
  3. Enter 1099-R,
  4. Select Jump to 1099-R,
  5. Select Fidelity,

    6.  Follow the on-screen prompts to complete this section.

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