Take advantage of these tools to help you track and manage your investments all year.
Tax Estimator – Calculate your estimated annual federal withholding tax obligations, and estimated annual federal tax liability. (Provided by Intuit)
TurboTax® products – Experience product features and functionality before purchasing. You may enter your tax information, and TurboTax shows you how to qualify for deductions, looks for deduction opportunities, and tracks how much you've saved in deductions and credits. Includes ItsDeductible® to help you value items donated to charity. Give it a try!
Your Personalized Year–to–Date Tax Information – For daily updates to dividends, distributions, and interest income on your non-retirement accounts, log in to Portfolio and select Tax Info (Year-to-Date) from the Select Action drop-down menu for the desired Fidelity account.
IRA Evaluator – Evaluate which IRA option may be best for you.
Portfolio and Cost Basis Tracking Tools – These third party products track Cost Basis for all positions in your portfolio and manage capital gains, corporate actions and wash sales.
IRS AMT Assistant – This calculator developed and maintained by the IRS helps you determine if you may be subject to the federal alternative mininum tax (AMT).
Substantially Equal Periodic Payment Calculator – Helps you estimate how much you may be able to withdraw penalty–free from your retirement account before you reach 59 1/2 as part of substantially equal periodic payment plan.
Minimum Required Distribution Calculator – When you turn 70½, the IRS generally requires that you begin withdrawing money from your retirement accounts (excluding ROTH IRAs). Calculate your estimated yearly minimum required distribution.
Estate Tax Calculator – Estimate your taxable estate and potential federal estate tax liability.
Securities Donation Tool – Estimate the potential federal income tax deduction of donating appreciated securities held longer than one year to the Fidelity Charitable Gift FundSM.
Is an Annuity Right for You? – Find out whether an annuity, which allows any earnings to grow tax deferred, may be right for a portion of your retirement portfolio.
Income Annuity Quotes – An income annuity satisfies the IRS Minimum Required Distribution requirements for the assets used to purchase it. Find out how much lifetime income your assets could generate.
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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: Fidelity Investments H&R Block Intuit CCH GainsKeeper TradeLog |
