Fidelity Investments: Tax Education & Tools

Tax Planning Tools

Use the Intuit^® Tax Estimator to estimate taxes you may owe. Use Portfolio and Cost Basis Tracking tools. Use other Tax Planning Tools to compare IRAs, plan MRDs and more. Learn about Minimum Required Distributions and how you may make a tax free charitable contribution.

Tax Learning Center From CCH

For your tax questions, consult this comprehensive resource. The learning center is maintained by CCH*, a leading provider of information and services to tax professionals.

Visit the Tax Learning Center from CCH

Alternative Minimum Tax

Claiming multiple deductions? Exercising stock options? Many people are surprised to learn they qualify for the AMT. Are you one of them?

Learn more about the Alternative Minimum Tax

Tax-Saving Opportunities

See Fidelity products and services worth considering as part of a tax-savings strategy, including IRAs, college savings plans, charitable donations, municipal bonds, and more.

Fidelity products & services to help manage taxes

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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