Fidelity tax documents
Fidelity provides detailed realized gain/loss summaries alongside 1099-B. ESPP and RSU activity may need employer forms too.
Common pitfalls
- RSU vesting vs. sale in different years
- Wash sales across multiple brokerage accounts
- Foreign tax paid in 1099-DIV
Using BasilTax
Upload both the composite 1099 and employer W-2/RSU statements for a full trace.