Tax information

Get fast, anytime access to your tax forms for 2020 and past years.


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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?