Before you start · Fidelity NetBenefits
Downloading your Fidelity NetBenefits documents for Schedule FA
Grab every document that covers the calendar year you’re filing. They drop straight into an upload as-is — no conversion or re-keying.
Where to look
Your Fidelity NetBenefits documents
- Open your Fidelity NetBenefits documents. From netbenefits.fidelity.com, open Stock Plan Services, then Documents, for your stock-plan account.
- Download the year-end and stock-plan reports. Download the Year-End Investment Report and any Stock Plan Services report covering the calendar year you’re filing, as PDFs.
- Cover the whole calendar year. Make sure the reports span 1 January to 31 December of the year you’re filing, so every held lot and sale is included.
- Keep the PDFs as-is. Upload the PDFs exactly as they downloaded — no conversion needed.
Why it matters
One statement per lot's calendar year
Schedule FA runs on the calendar year (1 Jan – 31 Dec), not the April–March financial year the rest of your ITR uses — so grab every document that falls inside the calendar year you’re filing. If you held a lot bought in an earlier year, you’ll also need that year’s document to get its real purchase date and cost — see the guide’s note on one row per lot.
Have your documents? Upload them as-is.
No conversion needed. We read them directly and build every Table A2/A3 row — see the full method for how.
Get your Schedule FA prepared