Fidelity Investments


CSV DOWNLOAD INSTRUCTIONS

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Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.