Fidelity Tax Information helps investors access their Fidelity tax forms, tax documents, and year-end tax statements needed to prepare accurate federal and state tax returns. Whether you have a brokerage account, IRA, Roth IRA, 401(k), HSA, mutual funds, or ETFs, Fidelity provides secure online access to your tax information, including Form 1099, Form 1099-R, Form 5498, and other IRS reporting documents. This Fidelity Tax Information Guide 2026 explains how to download your tax documents, when they're available, and what to do if your forms are delayed.

What Is Fidelity Tax Information?

Fidelity Tax Information is a collection of tax forms, statements, and reporting resources provided by Fidelity Investments to help customers report investment income and retirement distributions. Through the Fidelity Tax Center, eligible account holders can securely access, download, print, and manage their Fidelity tax documents online.

Depending on your account activity, you may receive tax forms reporting:

• Dividend income

• Interest income

• Capital gains and losses

• Retirement distributions

• IRA contributions

• Cost basis information

• Investment sales

• Mutual fund and ETF transactions

Types of Fidelity Tax Forms

The tax forms you receive depend on your account type and investment activity. Common Fidelity tax forms include:

• Form 1099-DIV – Reports dividend income and capital gain distributions.

• Form 1099-INT – Reports taxable interest earned.

• Form 1099-B – Reports proceeds from the sale of stocks, ETFs, mutual funds, and other securities.

• Form 1099-R – Reports distributions from retirement accounts, pensions, and annuities.

• Form 5498 – Reports IRA contributions and account information.

• Form 1042-S – Reports certain payments made to non-U.S. persons.

• Consolidated Form 1099 – Combines multiple tax forms into a single, easy-to-read statement.

How to Download Fidelity Tax Forms

Follow these steps to download Fidelity tax documents online:

Step 1: Sign In to Your Fidelity Account

Log in using your Fidelity username and password.

Step 2: Open Tax Forms & Information

Navigate to Accounts & Trade, Statements & Documents, or Tax Forms & Information, depending on your account.

Step 3: Select the Tax Year

Choose the tax year for which you need documents.

Step 4: Download Your Tax Forms

Click the appropriate Fidelity tax statement or IRS tax form to open the PDF.

Step 5: Save or Print

Download and save your tax documents for your records or print them for tax preparation.

Fidelity Tax Document Deadlines for 2026

Most Fidelity tax documents become available between January and February, depending on IRS reporting requirements and your investment activity.

Your Fidelity tax forms may be delayed if:

• Investment issuers report income later than expected.

• Corrected tax information is pending.

• You hold mutual funds or partnerships with delayed reporting.

• Your account includes complex investment transactions.

If Fidelity issues a corrected tax form, consider waiting before filing your return to avoid submitting an amended tax return.

Fidelity Tax Documents Available Online

Eligible customers can access:

• Fidelity 1099 tax forms

• Fidelity Form 1099-R

• Fidelity IRA tax forms

• Consolidated Form 1099

• Year-end tax statements

• Brokerage account tax forms

• Retirement account tax documents

• Capital gains reports

• Dividend and interest statements

• Cost basis reports

Electronic delivery allows you to download your documents whenever you need them.

Benefits of Using Fidelity Tax Information Online

Managing your Fidelity tax information online offers several advantages:

• Secure access to tax documents 24/7.

• Download and print tax forms anytime.

• View previous years' tax statements.

• Receive paperless tax documents faster.

• Track investment income and retirement distributions.

• Organize tax records in one place.

• Access year-end tax summaries.

• Simplify tax filing with consolidated reporting.

Tips for Managing Fidelity Tax Documents

To stay organized during tax season:

• Enable paperless tax document delivery.

• Download your tax forms as soon as they become available.

• Verify your mailing address and contact information.

• Review all tax statements before filing.

• Wait for corrected forms if Fidelity notifies you of updates.

• Keep copies of your tax records for future reference.

Frequently Asked Questions

Where can I find my Fidelity tax forms?

You can access your Fidelity tax forms by signing in to your account and opening the Tax Forms & Information section.

When are Fidelity tax documents available?

Most tax documents are released between January and February, although some forms may become available later due to investment reporting schedules.

Can I download Fidelity tax documents online?

Yes. Fidelity allows eligible customers to securely download and print tax forms directly from their online account.

What is a Consolidated Form 1099?

A Consolidated Form 1099 combines several tax forms, including 1099-DIV, 1099-INT, and 1099-B, into one statement for easier tax reporting.

Why is my Fidelity tax form delayed?

Some investments report tax information later than others, which may delay the availability of your tax documents or require corrected forms.

Conclusion

Fidelity Tax Information makes it easy to access your Fidelity tax forms, tax statements, and IRS reporting documents online. Whether you need to download Fidelity tax documents, review your 1099 tax forms, or check Fidelity tax deadlines, the online Fidelity Tax Center provides a secure and convenient way to manage your tax information. Reviewing your documents carefully and using the most up-to-date forms can help you prepare an accurate tax return and simplify the filing process.