Tax information

You can access your available tax forms and find out when to expect additional forms.

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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.

Tax preparation offers

It's easier than ever to view your tax forms and upload them directly to your preferred tax preparation service. As an added bonus, special discounts apply for Fidelity clients. 

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Tax topics

Tax-loss harvesting time
See 5 ways to help lower your investment taxes.

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

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5 reasons to start your taxes early
Filing as early has possible has benefits beyond just getting it done.

Try our tax calculators
Our tools will help you understand potential taxes on your investments.

Tax topics for investors
Browse our library of tax education articles during tax season.