Tax Center

Forms & Resources

Education and Tools

Tax Forms

View your tax forms to see the information that Fidelity will send to the IRS, as well as additional information that may be helpful as you prepare your tax returns.

View your forms - Log in required
Log in required

Tax Statement Guides

Web-based guides that may help you understand your Fidelity tax forms. Choose the guide that explains Fidelity's tax reporting for your account.

Tax Form Mailing Dates

We mail tax forms once we have received and incorporated all tax information for each individual account, in order to provide timely and accurate tax reporting. Each type of tax form is mailed by its IRS deadline — February 15th for most forms.

Form Sent to Customers Who IRS Mailing Deadline Fidelity Resources
1099–DIV
1099–INT
1099–OID
1099–B
1099–MISC		 Own a non–retirement brokerage account (or a Fidelity® Cash Management Account) and received taxable dividend income, interest income, tax–exempt interest income (including exempt interest dividends), or capital gain distributions, or net proceeds such as those from the sale of stocks, bonds, or mutual funds, and/or hold certain individual bonds originally issued at a discount, received royalty payments, and/or substitute payments in lieu of dividends or interest.

Annual Credit for Substitute Payments

 February 15 Interactive Guide to the Forms
Supplemental Mortgage Pool Statement Are interest holders in a mortgage pool security (a kind of widely held fixed investment trust) with 2011 tax-reporting consequences. March 15
1099–DIV
1099–INT
1099–B		 Own a non–retirement Fidelity Funds account and received taxable dividend income, tax–exempt interest income, capital gain distributions, or sold shares of a Fidelity mutual fund. February 15 Interactive Guide to the Forms
5498 Own a Traditional IRA, Roth IRA, Rollover IRA, SEP–IRA, or SIMPLE–IRA, in your brokerage account. January 31 Interactive Guide to Form 5498
5498 Own a Traditional IRA, Roth IRA, Rollover IRA, or SEP–IRA in your mutual fund account. January 31 Interactive Guide to Form 5498
5498 Made a contribution to an IRA for the 2011 tax year between January 1, 2012 and April 17, 2012. May 31
1099–R Own a retirement account and took a distribution or recharacterized IRA assets. January 31 Interactive Guide to Form 1099-R
5498–SA Own a health savings account. January 31 Understanding Your Form 5498-SA
5498–SA Made a contribution to a health savings account for the 2011 tax year between January 1, 2012 and April 17, 2012. May 31
1099–SA Own a health savings account and took a distribution. January 31 Your Fidelity Form 1099-SA
1099–Q Received a distribution from a 529 plan account. January 31
1099–OID Own a non–retirement brokerage account and hold certain real estate mortgage investment conduits (REMICs), financial asset securitization investment trusts (FASITs), and/or collateralized mortgage obligations (CMOs). March 15
2439 Own a brokerage or Fidelity Funds account and hold a mutual fund or a real estate investment trust that retained its long-term capital gains. March 31
1042–S Are a non–resident alien AND earned U.S. source income.

Available from Fidelity by mail only.		 March 15

Find IRS forms, publications, and instructions

PDFs require Adobe® Reader®This content will appear in a pop–up window.

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:

Fidelity Investments   H&R Block   Intuit   CCH  GainsKeeper  TradeLog

© 1998 – 2012 FMR LLC.

All rights reserved.