Tax Center

Forms & Resources

Education and Tools

Tax Education and Tools

Find helpful information in our tax learning center or use one of our tools to track and manage your personal tax situation.

Tools to help with tax planning

Tax learning center from CCH*

Learn how federal taxes impact your investments, including pension plan and annuity distributions, Social Security benefits and Social Security.

Alternative Minimum Tax (AMT)

AMT can significantly impact your tax situation. See what can trigger it and how it could affect you.

* CCH is a Wolters Kluwer business.

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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