Convert a Fidelity 1099-B to CSV (Form 8949)
Turn a Fidelity consolidated 1099-B PDF into a clean CSV (or TurboTax TXF) with every transaction, cost basis, and wash-sale adjustment — ready for Form 8949.
We'll email you as soon as Fidelity conversion is ready.
Why convert the 1099-B instead of importing it?
Broker tax imports only work for the current year and choke on long 1099-Bs — hundreds or thousands of lots, plus wash-sale adjustments (box 1g) that have to line up exactly. TurboTax Desktop won't even import a CSV (it needs TXF). Converting the PDF gives you a clean, complete file you can check and import, for any tax year.
What you get
| Section | Fields extracted |
|---|---|
| Form 8949 rows | Description, date acquired, date sold, proceeds, cost basis, wash-sale adj, gain/loss |
| Summary | Short-term vs long-term totals; covered vs noncovered |
How to convert your Fidelity statement
- 1 Download your consolidated 1099-B PDF from Fidelity (Tax Forms).
- 2 Upload the PDF here.
- 3 Review the extracted lots and wash-sale adjustments.
- 4 Download CSV or TurboTax TXF.
FAQ
Does it capture wash sales (box 1g)?
Yes — wash-sale disallowed amounts are extracted per lot so your Form 8949 totals reconcile.
Can I import the result into TurboTax?
TurboTax Desktop imports the TXF output; TurboTax Online and most other tax software accept the CSV. We provide both.
Prior-year 1099-Bs?
Yes — any tax year, not just the current one. That's a common reason the broker's own import won't work.
Is my financial data safe?
Files are processed for conversion only and deleted automatically afterward — nothing is stored, sold, or shared. Transfer is encrypted (TLS), and we keep no copy of your statements after you download your spreadsheet.