Special discounts on tax preparation services through Fidelity

Fidelity is pleased to offer special discounts with TurboTax®, H&R Block®, and TaxAct® to help you prepare your tax return.

Why take advantage of this offer with Fidelity

  • Automatically import most investment information directly from your Fidelity accounts using your Fidelity username and password*
  • Direct deposit your tax refund into your Fidelity account

What you can import from Fidelity

  • Brokerage and other nonretirement accounts: Form 1099, cost basis, and direct deposit information
  • Individual retirement accounts (IRAs): Form 1099-R

Please provide feedback to help us improve this experience.