* Not all Fidelity account information can be imported directly into TurboTax, H&R Block or TaxAct. For example, information on institutional retirement plan accounts serviced by Fidelity Employer Services Company LLC (including 401(k) accounts) and annuity or life insurance contracts cannot be imported.
Discount offers valid only when using a link on Fidelity.com.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Software products are provided as a convenience to you, and Fidelity bears no responsibility for your use of, and output associated with, such products. The information and products made available to you are not intended to be, and should not be construed as, legal or tax advice or a legal opinion.
Before using this information, review important legal information and terms of use applicable to products, services, and/or information provided or accessed herein by the following companies:
Intuit®
The use of the TurboTax branded tax preparation software and web-based products is governed by Intuit's applicable license agreements. Intuit, the Intuit logo, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries and are used with permission. Intuit is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. Intuit is solely responsible for the information, content and software products provided by Intuit. Fidelity cannot guarantee that the information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Fidelity does not make any warranties with regard to the information, content or software products or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these Intuit software products or the information or content furnished by Intuit.
TaxAct®
The use of the TaxAct branded tax preparation software and web-based products is governed by TaxAct’s applicable license agreements. TaxAct, the TaxAct logo, among others, are registered trademarks and/or service marks of TaxAct in the United States and other countries and are used with permission. TaxAct is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. TaxAct is solely responsible for the information, content and software products provided by TaxAct. Fidelity cannot guarantee that the information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Fidelity does not make any warranties with regard to the information, content or software products or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these TaxAct software products or the information or content furnished by TaxAct.
H&R Block®
The use of the H&R Block tax preparation software and web-based products is governed by their applicable license agreements. H&R Block tax software and online prices are ultimately determined at the time of print or e-file. All prices are subject to change without notice. H&R Block is a registered trademark of HRB Innovations, Inc. H&R Block is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. H&R Block is solely responsible for the information, content and software products provided by it. Fidelity cannot guarantee that the information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Fidelity does not make any warranties with regard to the information, content or software products or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these H&R Block products or the information or content furnished by H&R Block.
EY TaxChat™
Some tax topics or situations may not be included as part of this service. "EY TaxChat" name is owned by EYGN limited and all rights are reserved. "EY TaxChat" is a registered trademark in the United States, United Kingdom, and various other jurisdictions. EY TaxChat and Fidelity Investments are independent entities and are not legally affiliated.
Fidelity Crypto℠ is offered by Fidelity Digital Assets℠.
Investing involves risk, including risk of loss.
Crypto is highly volatile, can become illiquid at any time, and is for investors with a high-risk tolerance. Investors in crypto could lose the entire value of their investment.
Custody and trading of crypto are provided by Fidelity Digital Asset Services, LLC, a New York State-chartered limited liability trust company (NMLS ID 1773897).
Brokerage services in support of securities trading are provided by Fidelity Brokerage Services LLC (“FBS”), and related custody services are provided by National Financial Services LLC (“NFS”), each a registered broker-dealer and member NYSE and SIPC.
Neither FBS nor NFS offer crypto nor provide trading or custody services for such assets.
The third-party trademarks and service marks appearing herein are the property of their respective owners.
