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Taxes

Doing your federal income taxes can be complicated. Whether you prepare your own return, use tax software, or work with a professional tax preparer, this information can help.

About your tax statements & forms

Find out when your Fidelity statements are due to be mailed to you, and get detailed, line-item help in understanding them.

Fidelity Mutual Fund Tax Information

Get tax-exempt and year-end income information about Fidelity funds, as well as other notices you may need when you prepare your tax return.

TurboTax®

Anyone can get up to $20 off TurboTax®, courtesy of Fidelity. Most of our customers can import account information into the software directly.

More information

  • Getting Ready for Tax Season (32:49) NEW

    Watch this webinar series for tips on year-end tax planning, tax law changes, cost basis reporting, and how to use Fidelity tax resources.

  • Direct deposit your refund

    Get instructions for having your tax refund sent directly to your Fidelity account.

  • GlobeTax lock_green

    Foreign withholding tax recovery services for owners of international securities

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

Before using this information, review important legal information and terms of use applicable to products, services, and/or information provided or accessed herein by the following companies:

Intuit®
The use of the TurboTax branded tax preparation software and web-based products is governed by Intuit's applicable license agreements. Intuit, the Intuit logo, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries and are used with permission. Intuit is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. Intuit is solely responsible for the information, content and software products provided by Intuit. Fidelity cannot guarantee that the information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Fidelity does not make any warranties with regard to the information, content or software products or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these Intuit software products or the information or content furnished by Intuit.

See Intuit’s terms of service.
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