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Tax forms & resources for filing
Find your personal 1099 and 5498 tax forms, Fidelity fund distributions, mailing dates, and other fund-specific tax information.
You can also download select tax forms and import them into either TurboTax® or H&R Block At HomeTM tax software.
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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?
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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.
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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:
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Tax-smart investing opportunities
Consider our products and services as part of a tax-savings strategy.
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