Using the correct guide to help you familiarize yourself with your tax statement can help you when you prepare your taxes.
Individual, non-retirement account tax statements
Choose your version below:
- Mutual Fund Accounts – This guide may assist you in understanding 1099 Tax Statements for Fidelity Mutual Fund accounts
- Brokerage Accounts – This guide may assist you in understanding 1099 Tax Statements for Fidelity Brokerage accounts
- Corporate Mutual Fund Accounts – This guide may assist you in understanding Informational Tax Statements for Fidelity Corporate Mutual Fund accounts – Coming Soon
- Corporate Brokerage Accounts – This guide may assist you with understanding Informational Tax Statements for Fidelity Corporate Brokerage accounts – Coming Soon
- Form 1040, Schedule D – This guide provides helpful hints which may assist you in completing Form 1040, Schedule D
- Supplemental Mortgage Pools (PDF)
. This content will appear in a pop-up window. – This guide (PDF) may assist you in understanding Supplemental Mortgage Pool Statements, mailed by March 15 to holders of certain mortgage pool securities such as Ginnie Maes, Freddie Macs, and Fannie Maes.
Retirement account tax forms
Information regarding contributions and related information as well as distributions taken from your retail retirement accounts.
Choose your guide below:
- Mutual Fund and Brokerage Account IRA Contribution Information – This guide may assist you in understanding your Form 5498 for Fidelity IRA accounts.
- Mutual Fund and Brokerage Account Distributions – This guide may assist you in understanding your Form 1099-R.
Small business retirement plan tax statements
Plan administrators for Keoghs, defined benefit plans, corporate pension and profit sharing plans, certain 403(b) plans, and 401(k) plans must generally file a Form 5500 each year. Choose your version below:
- Fidelity Small Business Retirement Plan Accounts – This guide may assist you in using your Annual Valuation Statement to complete Form 5500-EZ or Form 5500
- Fidelity Small Business Defined Benefit Plan Accounts – This guide may assist you in using your Annual Valuation Statement to complete Form 5500-EZ or Form 5500
