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"How do I import Fidelity investment info this year. Using 2018 Premier but don't see how to do it."

Forum|Forum|7 years ago
June 6, 2019
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TurboTax Premier Windows

Best answer by SteamTrain

On the Wages&Income screen...top of the page hit the button to the rt-side of

"History of Imported Documents "

That shows you BOTH what you've already imported, and buttosn to start a new import.

___________________

even through Fidelity has their paper/PDFs ready,... the tax import files may not all be "up" ...some people could get them, and some people Not (as of yesterday..not sure about today)

SteamTrainAnswer

Employee

On the Wages&Income screen...top of the page hit the button to the rt-side of

"History of Imported Documents "

That shows you BOTH what you've already imported, and buttosn to start a new import.

___________________

even through Fidelity has their paper/PDFs ready,... the tax import files may not all be "up" ...some people could get them, and some people Not (as of yesterday..not sure about today)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

D

donhisle

how do i transfer my fidelity info into the 2020 income taxes

Cass0317

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to the section for your specific 1099 form. Here's how:

Sign in to TurboTax and open or continue your return.
Search for 1099-? and select the Jump to link in the search results.
Follow the screens and you’ll be able to import your form.

Tip: Be sure to select the right 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.

@donhisle