Get tax rates and data, including capital gains estimates, corporate actions, and municipal and federal tax rules, for Fidelity funds. Data is provided for tax planning purposes and estimates are subject to change.
Depending on the type of account of type of account you own and your account activity during the tax year, you may receive a tax form from Fidelity. Below is an approximate availability of tax forms
If you receive your forms by mail, when applicable, Forms 1099-DIV and Form 1099-B will be mailed in the same envelope.
Form
Reports
Reporting deadline
1099-Q
Distributions from a Qualified Tuition Program under section 529 of the Internal Revenue Code.
January 31, 2024
Reports all amounts
1099-R
Distributions from pension plans, annuities, retirement and profit sharing plans, IRAs
(including Traditional, Rollover, Roth, SIMPLE, SEP/SARSEP, BDAs, and Roth BDAs), Keoghs, and
insurance contracts.
January 31, 2024
1099-DIV/B
1099-B: The proceeds from sales (redemptions or exchanges) of non-money-market Fidelity mutual funds in nonretirement accounts during 2023. Cost basis information will now be included in the 1099-B. Sales of less than $20 that remove fraction shares will not be reported
1099-DIV: Dividends and capital gain distributions declared by Fidelity mutual funds in nonretirement accounts during 2023. All amounts with withholding. Amounts under $10.00 may not be reported
If you receive your forms by mail, when applicable, Forms 1099-DIV and Form 1099-B will be mailed in the same envelope.
February 15, 2024
Income from U.S. Government Securities
The Income from U.S. Government Securities supplemental statement will no longer be sent with
the 1099-DIV. Percentages for U.S. Government Securities can be found on the Percentage of U.S.
Government Securities table on the Fidelity Fund Data and Rates Tables page.
N/A
1099-INT
Information formerly reported on Form 1099-INT will now be included on Form 1099-DIV.
N/A
1042-S
Dividends and short-term capital gains subject to nonresident alien withholding for foreign individuals who earn income from a U.S. source.
March 15, 2024
Reports all amounts
Form 5498
Contributions, including recharacterizations or Roth conversion contributions, made to a
Fidelity Advisor IRA (including Traditional, Rollover, Roth, SIMPLE, SEP/SARSEP, BDAs, and Roth BDAs) for 2023 and the fair market value (FMV) as of December 31, 2023. It includes 2023 contributions to IRAs made between January 1, 2023 and April 15, 2024 (inclusive).
May 31, 2024†
December 31, 2023 FMV will be reported on 2023 year-end customer statements
* Schedule for accounts sold through financial advisors and serviced by Fidelity Investments Institutional Operations Company LLC (FIIOC). It does not cover mailings for 401(k) or 401(a) plans serviced by FIIOC and sold through financial advisors.
† Date is subject to change based on guidance from the IRS.
Or, call us at 877-208-0098 or contact your financial representative.
The tax information contained within the Tax Information Center 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.
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