Tax time is here and so are your Fidelity tax documents. For your convenience your 2022 tax documents have been placed in your personal FJP Client Portal Vault.
A few reminders for you:
Please refer to the "Step by Step Instructions to Locate Your Fidelity Tax Documents" below with specific guidance to access your documents in your Client Portal Vault.
Working with a Tax Professional
We have partnered with many of the tax professionals for our clients so they can access your tax documents in your vault. Talk with your Wealth Manager if you have questions about how we can work with your tax professional and make it easier for you to complete your 2022 taxes.
Using Turbo Tax
If you are preparing your own taxes using Turbo Tax, remember that you can download your account data directly from Fidelity into TurboTax. When setting the financial institution, select Fidelity and use your Fidelity.com username and password, not your FJP Client Portal.
Join our Client Portal Tips email distribution list. Simply let anyone on our team know and we'll take it from there!
If you ever get stuck, contact Jennifer for expert help!