Fidelity Investments Clients
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If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.
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1099-B CSV Download
Fidelity Investments provides a downloadable CSV file containing your Form 1099-B information.
- From "Accounts & Trade" menu, select "Tax Information"
- Under 'Tax Forms", click the "View your tax form" link.
- In "Other Formats & Info" column, click on "CSV Format”
- Save the file to your desktop or other folder on your computer
Download this file and submit it for processing by our program.
1099-B Portable Document Format (PDF)
For tax year 2020, you may download your Fidelity Form 1099-B PDF file and submit it for processing.
Open Financial Exchange (OFX) Server
Fidelity Investments hosts an OFX server. However, they restrict access to the server such that we cannot retrieve your data in your behalf.
If you have additional or newer information regarding Fidelity Investments downloadable files, please email us at email@example.com .