Tax information

Your 2024 tax forms aren't ready yet. Find out when your 2024 tax forms will be available.


Ways to prepare

Understanding your tax forms

Learn about the most common forms, who needs to file them, and how to read them.


Get Fidelity mutual fund tax information

This information can help you with tax-planning.


View your tax formsLog In Required

Your tax forms from previous years are available to 
view and download anytime.

View your YTD tax activityLog In Required

Your year-to-date activity can be used to view transactions from the start of the year to the current date that may have created a tax impact.


Prepare for your company stock plan taxes

The Stock Plan Resource Center contains tax filing guides, plus tips on how to avoid overpaying.

Your questions answered

Discover tax topics

View your estimated RMDLog In Required
Let us help you take the guesswork out of managing your RMDs.

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.

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.