Tax information

Find out when your tax forms for 2020 will be available, and get easy access to tax prep discounts and forms for prior years.

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Important: IRS tax deadline extended

The IRS has extended the 2020 individual federal income tax filing deadline and the IRA contributions deadline from April 15 to June 15, 2021 for individuals who reside in certain states that have a federal disaster declaration. Taxpayers that reside in these states do not need to file any forms or call the IRS to qualify. Visit the IRS for more information.

Year-to-date activity

You can view your year-to-date (YTD) activity for your nonretirement accounts. Please note, your YTD activity is not final until the end of the tax year.

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Year-end tax planning for Fidelity mutual funds

Find tax estimate information for domestic and international mutual funds, including corporate actions, capital gains estimates, and municipal and federal tax rules. Estimates may be subject to change.

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Fidelity’s take on taxes

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Tax calculators and tools

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Tax topics for investors
Have questions about Form 990-T, royalty trust taxes, or other topics?