Convert your Fidelity 1099-B to CSV, TXF, or Excel
for TurboTax, TaxAct & H&R Block
Upload your Fidelity consolidated 1099-B PDF and download a tax-software-ready file in 30 seconds. Wash sales, RSU/ESPP lots, and 30+ page statements handled automatically.
Common Fidelity 1099-B Issues We Handle
Fidelity consolidated statements are some of the longest and most fragmented in the industry. Here's what trips up other importers — and how we handle it.
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1
Multi-account consolidated statements
Joint, individual, and trust accounts often come bundled into a single consolidated PDF. We parse each account section separately and tag transactions so you can split them later if your CPA needs them by account.
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2
Wash-sale footnote adjustments
Fidelity lists wash-sale loss disallowed amounts in a dedicated column but also references supplemental footnotes for complex scenarios. Both get extracted and tagged with the correct TXF codes (322 short-term, 324 long-term) for Form 8949 Column (g).
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3
Fidelity Crypto & NetBenefits
Fidelity Crypto transactions arrive on a separate 1099-B from your brokerage account. NetBenefits RSU and ESPP sales live in supplemental statements. Upload each PDF and the converter structures them the same way.
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4
RSU/ESPP lots with supplemental cost basis
Fidelity reports a reduced cost basis on equity-comp sales and lists the true post-adjustment basis in a supplemental statement. The converter preserves what Fidelity reported — see our RSU cost basis guide for when to apply the Code B adjustment.
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5
30+ page statements split by section
Active Fidelity traders routinely get statements that span 30+ pages, with transactions split across covered, non-covered, and undetermined term sections. The converter walks every section and maps each row to the correct Form 8949 box (A/B/C short-term, D/E/F long-term).
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CSV, TXF, and Excel
Import
TurboTax, H&R Block
Where Your Fidelity Data Lands
Pick the output format that matches your tax software. All three are generated from the same PDF extract — convert once, pick any format.
TurboTax Desktop
Use TXF for one-click Form 8949 + Schedule D population. See our PDF to TXF converter for the full walkthrough.
Output: .txfTaxAct
CSV import via the Stock Assistant. Column order matches TaxAct's expected format — see our 1099-B importer guide for step-by-step screenshots.
Output: .csvH&R Block / CPA
TXF for H&R Block Desktop; Excel or CSV for a CPA, Drake, or Lacerte. Pre-formatted with totals and wash-sale columns.
Output: .xlsx / .csvFidelity 1099-B — Frequently Asked Questions
Does Fidelity offer direct TurboTax import?
Yes, Fidelity supports TurboTax's direct broker connection — but it fails regularly for active accounts, multi-account consolidated statements, and anyone with more than a few hundred transactions. When that happens, the PDF-to-TXF route on this page works reliably: your PDF is already on your computer, and the conversion doesn't depend on Fidelity's export servers or TurboTax's aggregator.
Why does my Fidelity 1099-B import fail in TurboTax?
Common causes: (1) your consolidated statement covers multiple accounts and TurboTax only imports the primary; (2) you have 300+ transactions and the direct import times out; (3) your statement includes Fidelity Crypto, which is a separate 1099-B that TurboTax's Fidelity connector ignores. Converting the PDF side-steps all three — the converter reads every section and produces a single import-ready file.
How are RSU and ESPP lots from Fidelity NetBenefits handled?
Fidelity NetBenefits reports equity-comp sales with a reduced cost basis (the discount or grant price, not the post-W-2 adjusted basis). The converter preserves what Fidelity reported on the 1099-B. If you need to apply the true post-compensation cost basis, use Form 8949 adjustment code B — our converter flags the rows in the preview so you can spot them. See our RSU cost basis walkthrough for the adjustment details.
Does this handle Fidelity Crypto transactions?
Yes. Fidelity Crypto ships a separate 1099-B from your regular brokerage account (plus a new 1099-DA starting with tax year 2025). Upload each PDF separately and the converter produces one output per file. See our 1099-DA guide for the new crypto reporting changes.
Can I convert a Fidelity Active Trader Pro export?
Active Trader Pro exports CSV files of your trades, not a 1099-B. For tax reporting you need the official consolidated 1099-B PDF that Fidelity releases in mid-February — that's the document the IRS receives a copy of. Upload that PDF here, not the ATP export.
How many Fidelity transactions can I convert at once?
Up to around 1,500 transactions per PDF. For very large active-trading statements, we recommend splitting by quarter or per-account — beyond ~300 transactions the extraction starts running into Anthropic API rate limits and takes several minutes.
Ready to Convert Your Fidelity 1099-B?
Upload your Fidelity consolidated PDF and download a tax-software-ready file in under a minute. Free preview, $4.99 to download.