Tax Information Center

Access information about your Fidelity Tax forms, fund-specific tax data, and resources to help you prepare your tax return.

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Fund-Specific Tax Information and Resouces

Get tax rates and data, including capital gains estimates, corporate actions, and municipal and federal tax rules, for Fidelity funds. Data is provided for tax planning purposes and estimates are subject to change.

Tax Form Schedule*

Depending on the type of account of type of account you own and your account activity during the tax year, you may receive a tax form from Fidelity. Below is an approximate availability of tax forms

If you receive your forms by mail, when applicable, Forms 1099-DIV and Form 1099-B will be mailed in the same envelope.

Form Reports Reporting deadline
1099-Q Distributions from a Qualified Tuition Program under section 529 of the Internal Revenue Code.
January 31,
Reports all amounts
1099-R Distributions from pension plans, annuities, retirement and profit sharing plans, IRAs (including Traditional, Rollover, Roth, SIMPLE, SEP/SARSEP, BDAs, and Roth BDAs), Keoghs, and insurance contracts.
January 31,
1099-B The proceeds from sales (redemptions or exchanges) of non-money-market Fidelity mutual funds in nonretirement accounts during .
February 15,
Sales of less than $20 that remove fraction shares will not be reported
Cost Basis Statement Cost basis information will now be included in the 1099-B. N/A
1099-DIV Dividends and capital gain distributions declared by Fidelity mutual funds in nonretirement accounts during .
February 15,
all amounts with withholding
Income from U.S. Government Securities The Income from U.S. Government Securities supplemental statement will no longer be sent with the 1099-DIV. Percentages for U.S. Government Securities can be found on the Percentage of U.S. Government Securities table on the Fidelity Fund Data and Rates Tables page. N/A
1099-INT Information formerly reported on Form 1099-INT will now be included on Form 1099-DIV. N/A
1042-S Dividends and short-term capital gains subject to nonresident alien withholding for foreign individuals who earn income from a U.S. source.
March 15,
Reports all amounts
Form 5498 Contributions, including recharacterizations or Roth conversion contributions, made to a Fidelity Advisor IRA (including Traditional, Rollover, Roth, SIMPLE, SEP/SARSEP, BDAs, and Roth BDAs) for and the fair market value (FMV) as of December 31, . It includes contributions to IRAs made between January 1, and May 17, (inclusive).
May 31,
December 31, FMV will be reported on year-end customer statements

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