Getting startedFidelity tax formsAccess your tax forms for Fidelity accounts, learn when we mail them and how to use them. Tax statement guidesGet help understanding your Fidelity tax statements as you prepare your taxes. IRS tax forms and pubsDownload, view, and print commonly used IRS forms, publications, and instructions. |
Tax informationQualified dividendsYour dividend income may qualify to be taxed at a lower rate. Fidelity fund-specific tax exemptionsCertain Fidelity funds investment income is exempt from state taxes. Year-end distributionsUse our year-end mutual fund distribution table to help with your tax planning. |
Make filing easierGet your refund by direct depositLearn how to have your 1040 or 1040A refund deposited directly into your Fidelity account. Get a discount on TurboTax®Save 25% on TurboTax® products for filing your federal and state tax returns. Import tax info into TurboTaxLearn how to import your 1099 or W-2 directly into TurboTax. |
