Question

How do I download data file from my 2022 Fidelity account?

Forum|Forum|3 years ago
April 12, 2023
3 replies
0 views

When I first logged on yesterday, TurboTax began by showing all my TurboTax info from 2021 which is correct data. Now it is asks me to manually enter all 2022 1099 DIV data. How do I download this data from my Fidelity account?

TurboTax Premier Online

H

HelenC12

You can securely import the following forms into TurboTax:

You can import up to 1,500 transactions from your financial institution in TurboTax Online.

Tip: Be sure to select the correct financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.

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C

cheroner

I recall that I needed the account ID and the specific form ID that your online account has stored.

log into your on line account and go to the tax forms on line and get the form Id numbers you will need to enter when you select the download button in turbo. That is the way I recall doing it anyway.