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Fidelity 1099 → Form 8949 CSV Beta
Fidelity's CSV downloads cover activity, orders and positions. They are good for tracking a portfolio, but they don't replace the gain/loss lines on the Form 1099 that Fidelity reports to the IRS. TaxForms reads the 1099 PDF in your browser and checks it against its own totals.
- Read in your browser: the file is never uploaded
- Each Form 8949 box is checked against the totals printed on the form
- Free preview and box totals check, no sign-up
Files are read in this browser tab and never uploaded.
What Fidelity gives you
- Activity and positions downloads as CSV from the account pages.
- A Form 1099 (consolidated tax form) PDF in the tax forms section, typically from mid-February, with corrected versions later if anything changes.
- If you get a corrected 1099, convert the corrected PDF again; TaxForms treats each PDF on its own.
Turning it into a tax report
- Download the consolidated 1099 PDF from Fidelity and drop it into the box above. TaxForms finds the short-term and long-term sections (boxes A, B, D and E), reads each lot, and keeps wash-sale adjustments as code W.
- It then adds up every box and compares the sums with the totals printed on the form, to the cent. A red line means something didn't match and you should compare that section with the PDF.
- Downloads: a Form 8949 CSV, a TXF file for TurboTax Desktop, and an Excel workbook with a box totals sheet. TurboTax Online doesn't take a stock-sales CSV, so for Online use the per-box totals from the totals panel.
- Broker menus change from year to year, so if a menu name differs, search the broker's help centre for "tax documents" or "export".
Example: a mutual fund sale with VARIOUS acquisition dates
| Description | Acquired | Sold | Proceeds | Cost basis | Gain/loss | Box |
|---|---|---|---|---|---|---|
| FXAIX 12.345 sh | VARIOUS | 07/15/2025 | 2,503.11 | 2,110.40 | 392.71 | D |
| FZROX 80 sh | 05/02/2025 | 11/20/2025 | 1,524.00 | 1,488.80 | 35.20 | A |
"VARIOUS" is kept as-is in the date column, as the form prints it. Figures are made up for illustration.
FAQ
Is my Fidelity file uploaded?
No. It is opened inside your browser tab and the output files are built there. Nothing about your account or trades is sent to us.
Can I add Fidelity's positions CSV?
No; positions aren't sales. TaxForms reads the 1099 PDF.
What does the free version include?
Every row in the preview and the full box totals check, free. Downloads include the first 10 rows of each file. A TaxForms pass ($12 once, valid until October 15, 2027) or CleanStatement Pro unlocks every row.
Is this tax advice?
TaxForms is a file-conversion and arithmetic-check tool. It is not tax advice, doesn't calculate cost basis, and doesn't prepare or file your return. Check every figure against your original forms, and ask a tax professional if you're unsure how something should be reported.
TaxForms is a file-conversion and arithmetic-check tool. It is not tax advice, doesn't calculate cost basis, and doesn't prepare or file your return. Check every figure against your original forms, and ask a tax professional if you're unsure how something should be reported.
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