Convert Fidelity 1099-B to TaxAct (CSV)
Upload your Fidelity Investments 1099-B PDF and we'll convert it to a CSV file ready for TaxAct. Wash sales and 100+ transactions handled automatically.
Why Fidelity 1099-Bs Don't Import Cleanly Into TaxAct
Every broker formats their 1099-B differently. Here's what trips up TaxAct users with Fidelity Investments statements.
Fidelity 1099-B PDFs span 30+ pages for active traders, with transactions split across multiple sections (covered, non-covered, undetermined).
Options assignments and exercises appear in their own sub-tables that most importers skip entirely.
Cost basis adjustments for DRIP shares are listed in supplemental notes, not in the main transaction rows.
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Drop your 1099-B
AI Extracts
Reads every transaction
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CSV, TXF, and Excel
Import
TurboTax, H&R Block
How to Import Your CSV Into TaxAct
After downloading the file from our converter, follow these steps in TaxAct.
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1
Sign in to TaxAct and open your federal return.
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2
Navigate to Federal → Income → Investment Income → Stocks, Mutual Funds, Bonds, and Other.
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3
Choose 'Import from CSV' (or paste the CSV contents into the bulk-entry screen).
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4
Map our columns: Description, Date Acquired, Date Sold, Proceeds, Cost Basis, Wash Sale Adjustment.
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5
TaxAct will populate Form 8949 with each transaction and roll the totals into Schedule D.
Frequently Asked Questions
Does this work for Fidelity Investments?
Yes. Our AI extractor reads every text-based 1099-B PDF from Fidelity Investments, including consolidated statements with multiple sections, and outputs a CSV file formatted for TaxAct.
How is this different from TaxAct's built-in Fidelity import?
Direct broker imports often fail with 100+ transactions, miss wash sale adjustments, or refuse to load consolidated statements. We bypass that by reading the PDF directly and producing a clean CSV file.
Is my data secure?
Your PDF is processed in memory and immediately deleted. The extracted text is sent to our AI service over an encrypted connection. No files or financial data are stored after your session ends.
What does it cost?
Free for your first 3 conversions per month. CSV downloads (which Excel and Google Sheets read natively) are always free.
What about wash sales and adjusted cost basis?
We extract wash sale loss disallowed amounts and adjusted cost basis exactly as reported on your Fidelity Investments 1099-B. The output file preserves these adjustments so TaxAct handles Form 8949 correctly.
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Read guideReady to Convert Your Fidelity 1099-B?
Upload once and download your CSV for TaxAct in under a minute.