Tax Center

Tax forms & resources for filing

Find your personal 1099 and 5498 tax forms, Fidelity fund distributions, mailing dates, and other fund-specific tax information.

• Tax forms
• Resources for filing
• 25% off TurboTax^® for federal and state returns

You can also download select tax forms and import them into either TurboTax^® or H&R Block At Home^TM tax software.

Top tax questions and answers

Where is my 1099? What forms does Fidelity mail when—and why? How do I update my cost basis? What is the IRA contribution limit and deadline?

• Find answers to your tax questions

Tax education & tools

Learn about ways to reduce and estimate your taxes. Brush up on current retirement plan and IRA contribution limits. Manage your Alternative Minimum Tax (AMT) exposure.

• Tax education & tools
• Learn how 2011 changes in cost basis legislation affect you
• Attend a seminar

Fidelity Viewpoints^®

Eight savvy year-end tax moves – Strategies to help you keep more of what you earned in 2011—and plan for next year.

Read more Fidelity Viewpoints:

• Reduce the tax hit on investments
• 5 tax questions to ask before 2012
• Looking for tax efficiency?

Tax-smart investing opportunities

Consider our products and services as part of a tax-savings strategy.

• Help manage taxes with IRAs, college savings plans, charitable donations, municipal bonds, and more.