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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 Federal.
  • Click Step-by-Step Guidance in the Federal Quick Q&A Topics menu
  • Check the applicable boxes on the Let's start with your income 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

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