Fidelity Investments


Fidelity Investments provides a downloadable CSV file containing your realized gain and loss information.

  1. From "Accounts & Trade" menu, select "Tax Information"
  2. Under 'Tax Forms", click the "View your tax form" link.
  3. In "Other Formats & Info" column, click on "CSV Format”
  4. Save the file to your desktop or other folder on your computer

Please email us at with new information if any of the above is out-of-date or incomplete.