Convert Fidelity 1099-B to TurboTax (TXF)
Upload your Fidelity Investments 1099-B PDF and we'll convert it to a TXF file ready for TurboTax. Wash sales and 100+ transactions handled automatically.
Why Fidelity 1099-Bs Don't Import Cleanly Into TurboTax
Every broker formats their 1099-B differently. Here's what trips up TurboTax 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 TXF Into TurboTax
After downloading the file from our converter, follow these steps in TurboTax.
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1
Open TurboTax Desktop (Premier, Home & Business, or higher — TXF import is not available in TurboTax Online).
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2
Go to File → Import → From Accounting Software.
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3
Select 'Other Financial Software (TXF file)' and choose the file you downloaded.
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4
TurboTax will auto-fill Form 8949 and Schedule D with all your transactions, including wash sale adjustments.
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5
Review the imported summary and continue with the rest of your return.
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 TXF file formatted for TurboTax.
How is this different from TurboTax'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 TXF 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?
The CSV preview is free for your first 3 uploads each month. Unlocking the TXF download for TurboTax is $4.99 per conversion — no subscription required.
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 TurboTax handles Form 8949 correctly.
Will this catch my Fidelity options assignments and ESPP lots?
Yes. Our extractor reads every section of the Fidelity 1099-B, including options exercises, assignments, and ESPP disqualifying dispositions.
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Read guideReady to Convert Your Fidelity 1099-B?
Upload once and download your TXF for TurboTax in under a minute.