downloading account info from Fidelity and transactions and tax info into turbo-tax

Bob's Avatar


10 Sep, 2016 06:37 PM

Can you download from fidelity accounts and also tax info into turbo Tax

  1. 1 Posted by -Kevin N. on 10 Sep, 2016 06:48 PM

    -Kevin N.'s Avatar

    Hi Bob,

    Yes, Moneydance can import directly from Fidelity.

    Here is a link to the supported financial institutions.

    Moneydance does not export to Turbo Tax but Turbo Tax may be able to import directly from Fidelity. That's something you could look into at the Turbo Tax website.

    If I can make a suggestion, download the free trial version of Moneydance to see if it suits your needs.
    You can d/l the program here:

    HTH -Kevin N.

  2. System closed this discussion on 10 Dec, 2016 06:50 PM.

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