Tax Forms & Resources for Filing
Find tax forms, fund-specific tax information, and learn about time-saving features.

Dates, Instructions, and Where to Find 1099s, 5498s

View tax forms for your Fidelity accounts. Find out when they’re mailed, how to use them, and what other IRS forms you may need.


Tax Statement Guides

Find a web based guide to help you understand your tax statement

Direct Deposit Your Refund

Learn how to fill out your 1040 or 1040A to direct deposit your IRS tax refund into your Fidelity account.

Import Your Fidelity 1099

Get details on importing W–2 information into Turbo Tax.

Qualified Dividends

Learn how to determine if your dividend income qualifies to be taxed at the lower 15% rate.

Fidelity Fund-Specific Tax Information

View state tax, AMT, foreign tax, and corporate tax information that may lower your taxes.

Year-End Distributions

For your tax planning purposes, we offer distribution amounts for Fidelity funds.


The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Fidelity does not provide legal or tax advice. Fidelity cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws which may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre– and/or after–tax investment results. Fidelity makes no warranties with regard to such information or results obtained by its use. Fidelity disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.


Before using the Fidelity Tax Center, review important legal information and terms of use applicable to products, services, and/or information provided by, or accessed through, the Tax Center by the following companies:

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