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Tax Center
 
It's always tax season. Start your taxes, review tax savings strategies and plan for your future.

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 Education
& Tools

Learn about ways to reduce taxes, estimate your taxes, review retirement plan and IRA contribution limits, and manage your Alternative Minimum Tax (AMT) exposure.

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.

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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