Fidelity Investments

Fidelity Investments customers can use iScheduleD Portfolio Manager, TXF Creator and TXF Online to convert stock and option trades to the standard TXF format, which can be easily imported into tax software TurboTax and TaxCut. There are two types of trade data you can import from Fidelity.

Import Realized Gain/Loss from Fidelity

1. Log into your Fidelity account.
2. Go to Accounts & Trade and select Portfolio.
3. Choose one of your Fidelity accounts.
4. Click on the Tax Info (Year-to-Date) on the left panel.
5. Choose from the Account drop down menu.
6. Choose from the Tax Year drop down menu.
7. Click on the Details link close to Net Short-Term.
8. Click on the Download link on the top right of the page.
9. Click on the Details link close to Net Long-Term.
10. Click on the Download link on the top right of the page.
11. Save the download as .csv file.

Import Stock Transactions from Fidelity

1. Log into your Fidelity account.
2. Go to Accounts & Trade and select Portfolio.
3. Choose one of your Fidelity accounts.
4. Click on the History on the left panel.
5. Specify the desired time period for the download.
6. Click on the Display button.
7. Click on the Download link on the top right of the page.
8. Save the download as .csv file.

If you are an active trader, you may consider using iScheduleD Portfolio Manager or TXF Creator to combine your daily trades without additional charges.