Why take advantage of this offer with Fidelity
You'll get up to $20 off on TurboTax (both online and desktop versions), whether you are a current Fidelity customer or just visiting Fidelity.com
You can automatically import most investment information directly from your Fidelity accounts into TurboTax using your Fidelity username and password—TurboTax will do the rest1
You can direct deposit your tax refund into your Fidelity account
What you can import from Fidelity
For brokerage and other nonretirement accounts: Form 1099, cost basis, and direct deposit information
Individual Retirement Accounts (IRAs): Form 1099-R
If Fidelity processes your paycheck: W-2 information
If you have more than 500 transactions to import, try using the desktop version of TurboTax. While there's no limit to the number of transactions you can import using the online version, you may experience technical glitches if you try to import more than 500 transactions. In addition, each entry field has a limit of nine characters (commas included). In both the online and desktop versions, the largest accepted number is 9,999,999 (seven digits and two commas).
