You can access your available tax forms and find out when to expect additional forms.
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.
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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Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
TurboTax is not affiliated with Fidelity Brokerage Services, member NYSE, SIPC, or its affiliates. TurboTax is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of this information.
EY TaxChat is not affiliated with Fidelity Brokerage Services, member NYSE, SIPC, or its affiliates. EY TaxChat is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of this information.
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