Tax Form Availability
Our goal is to provide you with accurate and timely tax information. To help us accomplish this goal, we make sure we've received and processed all relevant information before making your tax forms available.
The 2016 tax deadline has been extended
Taxpayers have until Tuesday, April 18 to file 2016 tax returns because of the April 17 Emancipation Day holiday in Washington DC.
Get notified when forms are available
To be notified by email as soon as your forms are available electronically, you can opt out of postal mail delivery by signing up for eDeliveryLog In Required.
Note: The delivery dates of your Fidelity tax forms may differ from this schedule. If you receive your form by mail, we start sending them shortly after they post online.
|Form name||Fidelity account type||Available online on or before|
|1099 Consolidated Tax Form
||Nonretirement brokerage or Fidelity Mutual Fund accounts||February 18, 20171|
|Nonretirement brokerage accounts with securities pending final tax information including the Fidelity Cash Management Account||March 10, 20171|
|5498||Individual retirement accounts (IRAs)||January 14, 20172|
|1099-R||Retirement plans, IRAs, annuities, pensions, or insurance contracts||January 14, 2017|
|5498-SA||Health savings accounts (HSAs) with contributions||January 14, 20172|
|1099-SA||Health savings accounts (HSAs) with distributions||January 14, 2017|
|1099-Q||529 college savings plan||January 12, 2017|
|Supplemental 1099-OID (REMIC)||Certain brokerage accounts with REMICs, FASITs, and/or CMOs||March 10, 2017|
|2439||Certain brokerage or Fidelity Mutual Fund accounts with retained long-term capital gains||March 9, 2017|
|Supplemental Mortgage Pool Statement||Accounts with certain mortgage pool securities||March 9, 2017|
|1042-S||Nonretirement accounts of nonresident aliens||March 1, 2017|
|1042-S||Retirement accounts of nonresident aliens||March 15, 2017
(by mail only)
|K1||Partnerships||Mailed by the partnership
1. The consolidated 1099 form for nonretirement brokerage accounts includes 1099-DIV, 1099-INT, 1099-OID, 1099-B, 1099-MISC). For nonretirement Fidelity Mutual Fund accounts, the consolidated 1099 form includes 1099-DIV and/or 1099-B. S-Corps that sold a covered security will receive both a 1099-B and an Informational Tax Statement.
2. For accounts with contributions made between January 1 and April 18, 2017 for the 2016 tax year forms will be available on May 9, 2017.
Why some forms might not be available until after the IRS deadline
We believe it is important to post tax forms after we have received all anticipated information. Sometimes issuers (e.g., the company or municipality offering securities for sale to investors) are unable to send the final information in time for us to meet IRS deadlines. In such cases, we request a 30-day extension to mail tax information for assets that do not provide final information until after the February 15 initial deadline. Waiting for final information allows us to send you one correct form, instead of multiple versions, which could result in you having to amend your return.
Why you may not receive a tax form for a small amount
For 1099-DIV and 1099-INT, Fidelity follows the IRS rule de minimis (i.e., not enough to be considered). If the income on the tax form is less than $10.00, we don't mail a tax form or report the income to the IRS. However, we post the form online and notify you by email. When you view these forms online, you'll see a watermark and a label on the top right of the form saying "de minimis".
Note: There are exceptions to this rule. If you sold shares or had tax withholding for any amount and/or if foreign taxes were paid, we will mail you a tax form.
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.