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Frequently Asked Tax Related Questions
How can I get additional copies of my tax forms?
You may view and download copies of your tax forms at i.fidelity.com. After logging in to the site, Under "Account Type", click on the account and then click on "Tax Forms" tab. Select the tax year that you would like to view from the drop down and then click "View PDF".
Where can I find the year-end distributions for all Fidelity mutual funds?
You may view a list of Distributions, including ex-date, pay date, and type of distribution, for Fidelity Advisor Funds and Destiny Plans. The Fidelity Fund Data for Tax Reporting page includes links to this data.
Why didn't I receive a Form 1099-B for my money market fund?
Money market funds are not reported on Form 1099-B.
I was expecting to get a 1099-DIV. Why didn't I get one?
If a fund did not pay a dividend or capital gain, we will not produce a 1099-DIV. In addition, if your dividends and capital gains totaled less than $10 and you did not have withholding, you will not receive a 1099-DIV.
Why didn't I receive a Form 1099-INT?
Starting in tax year 2012, Form 1099-DIV includes information formerly provided on Form 1099-INT.
Why are there asterisks showing in my Taxpayer Identification Number?
Fidelity is currently participating in an Internal Revenue Service (IRS) program that allows us to better protect your personal information. The program makes it possible for us to mask, or hide, portions of taxpayer identification numbers on tax forms 1099 and 5498. The program applies to both identifying numbers that take the form of 000-00-0000 (e.g., Social Security numbers, individual taxpayer identification numbers, or adoption taxpayer identification numbers) and 00-0000000 (e.g., Employer Identification Number). Pursuant to the terms of the IRS program, FIIOC has replaced the first five digits of these identifying numbers with asterisks (i.e., ***-**) on paper tax forms 1099 and 5498. Only the last four digits of your identifiers are displayed.
Why didn't I receive a Form 5498?
Form 5498 mails in May. You will receive a tax form 5498 in the mail if you made contributions to your IRA account for the reportable tax year.
How can I make a contribution to my
Individual Retirement Arrangement (IRA) for tax-year
You may mail a check to one of the addresses listed below. You must indicate on the check or by a letter of instruction that it is a tax-year contribution. All incoming mail containing prior year contributions must be postmarked by the tax filing deadline (July 15, for the contribution to be processed for )
Regular Mail: Fidelity Investments Institutional Operations Company LLC
P.O. Box 770002
Cincinnati, OH 45277-0080
Overnight Mail: Fidelity Investments Institutional Operations Company LLC
100 Crosby Parkway, KC1G
Covington, KY 41015
You may also make a contribution online at i.fidelity.com. After logging in as an individual investor, you will see your Account List. Under "Account Type", click on the account and then click on "Details/Trade" for the fund that you would like to make a contribution for. Under "Trade" on the right panel, click on "Buy". If you do not already have electronic fund transfers (EFT) set up, click "Bank Options" tab and then click on "Add New Bank"
Finally, you may also call the Shareholder Services Line at 877-208-0098, and a representative can process the contribution for you.
Fidelity.com offers a TurboTax discount. Can I get one through i.fidelity.com?
Fidelity does not currently offer a TurboTax discount through i.fidelity.com, because Fidelity Advisor Fund data cannot be imported into the software. However, Fidelity Advisor clients may take advantage of the discount by going through fidelity.com to purchase TurboTax. Once you receive the software, you will have to enter your Fidelity Advisor Fund data manually.
What are the holding requirements for qualified dividends?
The general holding period rule for distributions of qualified dividends is that the taxpayer receiving a dividend on a security must hold the security unhedged for more than 61 days during the 121-day period that begins 60 days before the ex-dividend date in order for the dividend to be classified as qualified dividend income. This general rule, however, means that a holding requirement applies at both the mutual fund level and the shareholder level in the case of dividends from mutual funds.
At the fund level, for a dividend to be treated as a qualified dividend eligible to be taxed at one of the preferential rates, the mutual fund must have held the dividend-paying stock unhedged for more than 61 days during the 121-day period that begins 60 days before the ex-dividend date. For the potentially qualified dividends on which Fidelity’s funds met their holding requirement, Fidelity will report each shareholder’s portion of that amount in column 1b (Qualified Dividends) of Form 1099-DIV. To treat such reported amounts as qualified dividend income, however, shareholders will need to determine if they have met their own holding requirements.
A shareholder must have held the fund share on which he or she receives the dividend unhedged for more than 61 days during the 121-day period that begins 60 days before the ex-dividend date in order for the dividend to be classified as qualified dividend income. The ex-dividend date will be displayed as the "trade date" on shareholder account statements. Qualified dividend information, including ex-dividend dates, is also available at i.fidelity.com.
To determine the holding period, begin counting on the day after the shares were purchased and count the number of days held, including the date sold. For certain preferred stocks, the holding requirements are stricter than the holding requirements described above. Consult your tax advisor for details.