Free tool to convert your Fidelity 1099-B Tax Reporting Statement PDF to a clean CSV file. Extract every transaction for TurboTax, Schedule D, or Form 8949.
Fidelity sends 1099-B Tax Reporting Statements each year to customers who sold stocks, ETFs, mutual funds, or other securities. The PDF contains detailed transaction data organized by security, with each sale listed as a single line showing quantity, dates, proceeds, cost basis, and gain or loss. Our converter understands Fidelity's comma-separated description headers (security name, ticker symbol, CUSIP) and parses all transaction fields including accrued market discount and wash sale loss adjustments.
Log into Fidelity.com, go to Accounts → Tax Forms, and download your 1099-B Tax Reporting Statement as a PDF.
Drag and drop your Fidelity PDF into the converter on our homepage. It automatically detects Fidelity's format.
See your total transactions, proceeds, cost basis, gains/losses, and wash sales at a glance. Verify the numbers match your Fidelity statement.
Click Download CSV to get a clean file with all columns ready for TurboTax, H&R Block, or your CPA.
Also supports: Robinhood 1099 to CSV · Schwab 1099 to CSV