Exclusive offer for you: get discounts on tax preparation

Thank you for being a valued Fidelity customer—take advantage of this offer and enjoy a simpler tax season with TurboTax®.

Filing made simple with TurboTax

Save time

Quickly import information directly from your Fidelity accounts using your username and password.


  • Import up to 10,000 transactions from brokerage, nonretirement, and IRA accounts directly into TurboTax.
  • Automatically adjust cost basis for ESPPs and RSUs when uploading 1099-Supplemental forms from Stock Plan Services.
  • Bring in Form 1099s—including 1099-R for IRAs—for faster, more accurate filing.
Tax help, your way

TurboTax offers three levels of support to match your needs.


  • Do It Yourself: File on your own with smart, step-by-step guidance.
  • Expert Assist: Get unlimited advice and a final expert review.
  • Expert Full Service: A dedicated tax expert does your taxes for you, start to finish.
Fast refunds

Get your refund quickly with TurboTax e-file and direct deposit to your Fidelity account.


  • TurboTax opens early in the season so you can file as soon as your Fidelity tax documents are ready.
  • Track your refund status in real time with TurboTax's built-in tools.
  • Direct deposit to your Fidelity account helps you access and reinvest your refund faster.