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 2015 tax deadline has been extended
Taxpayers have until Monday, April 18 to file 2015 tax returns because of the April 15 Emancipation Day holiday in Washington DC. Taxpayers in Maine and Massachusetts have until Tuesday, April 19 because of the Patriot’s Day holiday on April 18.
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 13, 20161|
|Nonretirement brokerage accounts with securities pending final tax information including the Fidelity Cash Management Account||March 10, 20161|
|5498||Individual retirement accounts (IRAs)||January 15, 20162|
|1099-R||Retirement plans, IRAs, annuities, pensions, or insurance contracts||January 15, 2016|
|5498-SA||Health savings accounts (HSAs) with contributions||January 15, 20162|
|1099-SA||Health savings accounts (HSAs) with distributions||January 15, 2016|
|1099-Q||529 college savings plan||January 9, 2016|
|Supplemental 1099-OID (REMIC)||Certain brokerage accounts with REMICs, FASITs, and/or CMOs||March 11, 2016|
|2439||Certain brokerage or Fidelity Mutual Fund accounts with retained long-term capital gains||March 9, 2016|
|Supplemental Mortgage Pool Statement||Accounts with certain mortgage pool securities||March 9, 2016|
|1042-S||Nonretirement accounts of nonresident aliens||March 1, 2016|
|1042-S||Retirement accounts of nonresident aliens||March 15, 2016
(by mail only)
|K1||Partnerships||Mailed by the partnership
2. For accounts with contributions made between January 1 and April 18, 2016 for the 2015 tax year (April 19, 2016 for MA and ME) forms will be available on May 10, 2016.
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 16 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 forms, 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.