Mailing Dates for Fidelity Forms

Please note, the IRS has changed the mailing deadline for most forms to February 15 or the next business day

Form	Sent to Customers Who	In the Mail by
1099–DIV 1099–INT 1099–OID 1099–B 1099–MISC	Own a non–retirement brokerage account (or a mySmart Cash Account^SM) 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.	February 15 for most accounts*
1099–DIV 1099–INT 1099–OID 1099–B 1099–MISC	Annual Credit for Substitute Payments
1099–DIV 1099–INT 1099–B	Own a non–retirement mutual fund account and received taxable dividend income, tax–exempt interest income, capital gain distributions, or sold shares of a mutual fund.	February 15
5498	Own a Traditional IRA, Roth IRA, Rollover IRA, SEP–IRA, or SIMPLE–IRA, in your brokerage account.	February 1
5498	Own a Traditional IRA, Roth IRA, Rollover IRA, SEP–IRA, or SIMPLE–IRA, in your mutual fund account.	February 1
5498	Made a contribution to an IRA for the 2008 tax year between January 1, 2010 and April 15, 2010.	May 31
1099–R	Own a retirement account and took a distribution or recharacterized IRA assets.	February 1
5498–SA	Own a health savings account.	February 1
5498–SA	Made a contribution to a health savings account for the 2008 tax year between February 15, 2010 and April 15, 2010	May 31
1099–SA	Own a health savings account and took a distribution.	February 1
1099–Q	Received a distribution from a 529 plan account. Available from Fidelity by mail only.	February 1
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). Available from Fidelity by mail only.	March 15
2439	Own a brokerage or mutual fund account and hold a closed–end fund that retained its long-term capital gains. Available from Fidelity by mail only.	March 31
1042–S	Are a non–resident alien AND earned U.S. source income. Available from Fidelity by mail only.	March 15

* A limited number of forms for accounts holding certain non–Fidelity mutual funds and/or certain complex securities, including unit investment trusts and real estate investment trusts, will be mailed by March 2, 2010

Other IRS forms you may need

You can find the IRS tax forms listed here, as well as many more, along with instructions on how to fill them out at irs.govThis content will appear in a pop–up window..

1040—U.S. Individual Income Tax Return
1040A—U.S. Individual Income Tax Return
Schedule A & B—Itemized Deduction & Interest and Ordinary Dividends
Schedule D—Capital Gains and Losses
Schedule E—Supplemental Income and Loss
8606—Nondeductible contributions to Traditional IRAs; distributions from Traditional, Roth, SEP, and SIMPLE IRAs; and conversions from Traditional, SEP, and SIMPLE IRAs to Roth IRAs
8889—Health Savings Accounts – contributions, distributions, and deductions
5329—Additional Taxes on Qualified Plans (Including IRAs) and Other Tax–Favored Accounts

Tax Statement Guides

Fidelity will mail these forms by the dates listed below. You will be able to access forms and instructions online as they become available.

Other IRS forms you may need