CSV DOWNLOAD INSTRUCTIONS
Fidelity Investments provides a downloadable CSV file containing your realized gain and loss 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
Please email us at firstname.lastname@example.org with new information if any of the above is out-of-date or incomplete.