Download Realized Gain/Loss From Fidelity

  1. Log into your Fidelity account.
  2. Go to Accounts & Trade and select Portfolio.
  3. Choose one of your Fidelity accounts.
  4. Click on the Tax Info (Year-to-Date) on the left panel.
  5. Choose from the Account drop down menu.
  6. Choose from the Tax Year drop down menu.
  7. Click on the Details link close to Net Short-Term.
  8. Click on the Download link on the top right of the page.
  9. Click on the Details link close to Net Long-Term.
  10. Click on the Download link on the top right of the page.
  11. Save the download as a .csv file.