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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.

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

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