To import Forms 1099 from your Fidelity account, locate your Fidelity username and your Fidelity password. If you don’t have them, contact Fidelity directly for assistance at 1-800-FIDELITY (800-343-3548).

To import your Fidelity investments into TaxAct:

• Click the Federal tab.
• Check the applicable boxes on the Income Checklist screen.
• When you indicate you have income reported on any Form 1099, you will be prompted to transfer your 1099 documents from Fidelity into TaxAct.
• From the Automatically transfer your 1099 documents screen, click Electronic Import.
• Choose Fidelity Investments in the dropdown menu on the 1099 Import screen.
• Enter your Fidelity Username and Fidelity Password and then click Continue
• Click the checkbox in front of each transaction you want to import and then click Continue
• On the Investment Income – Stock Assistant screen, click the Stock Assistant button to let TaxAct help you verify your reporting categories
• On the Investment Income – Stock Assistant screen, click Continue

Related Links

• Adding Tax Refund to Fidelity Account
• Contacting Fidelity
• Investing Tax Refund With Fidelity