Tax information

Some of your 2023 tax forms may be ready. Documents are usually ready by late January or early February.

View your tax forms

Ways to prepare

View the standard tax forms schedule

See when all of your 2023 tax forms will be available.

Year-end distributions by Fidelity mutual funds

Get year-end distributions by Fidelity mutual funds you held this year.

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.