Tax Statement Guides
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
- Corporate Brokerage Accounts – This guide may assist you with understanding Informational Tax Statements for Fidelity Corporate Brokerage accounts
- Form 1040, Schedule D – This guide provides helpful hints which may assist you in completing Form 1040, Schedule D
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
Information provided is general and educational in nature and is based on federal tax laws, regulations, and interpretive guidance as in effect on January 27, 2009. It is not intended to be, and should not be construed as, legal or tax advice. Fidelity does not provide legal or tax advice. Laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of this. Consult an attorney or tax advisor regarding your specific legal or tax situation. Information is prepared for use by Fidelity Investments shareholders only.
