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 May 17, 2021. Taxpayers do not need to file any forms or call the IRS to qualify. Due to the winter storms in Texas, Oklahoma, and Louisiana, residents of those states have until June 15, 2021, to file federal income tax returns and make payments or IRA contributions. We will provide updates here as the IRS continues to release new guidance. Or 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 topics for investors
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