Download Realized Gain/Loss From Fidelity
- Log into your Fidelity account.
- Go to Accounts & Trade and select Portfolio.
- Choose one of your Fidelity accounts.
- Click on the Tax Info (Year-to-Date) on the left panel.
- Choose from the Account drop down menu.
- Choose from the Tax Year drop down menu.
- Click on the Details link close to Net Short-Term.
- Click on the Download link on the top right of the page.
- Click on the Details link close to Net Long-Term.
- Click on the Download link on the top right of the page.
- Save the download as a .csv file.