• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

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.

Form name Fidelity account type Available online on or before
1099 Consolidated Tax Form
  • 1099-DIV
  • 1099-INT
  • 1099-MISC
  • 1099-B
  • 1099-OID
Nonretirement brokerage or Fidelity Mutual Fund accounts February 13, 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
(not Fidelity)

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, 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.

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.

639070.13.0
close

1099 Consolidated Tax Form

Get your tax form nowLog In Required

A 1099 is similar to a W-2, but while a W-2 reports wages, salaries, and tips, a 1099 reports many other kinds of income. Fidelity produces consolidated statements (combining several IRS forms) for our nonretirement account holders:

  • 1099-DIV: Dividends and distributions for nonretirement brokerage and Fidelity Mutual Fund accounts
  • 1099-INT: Interest income for nonretirement brokerage accounts
  • 1099-MISC: Miscellaneous income for nonretirement brokerage accounts
  • 1099-B: Proceeds from broker and barter exchange transactions for nonretirement brokerage and Fidelity Mutual Fund accounts
  • 1099-OID: Original issue discount from certain debt obligations for nonretirement brokerage accounts

Get line-item help in understanding your 1099 form

close

5498

Get your tax form nowLog In Required

All customers with funded IRAs can expect to receive a Form 5498. The details will include the fair market value as of December 31, beneficiary information on file and any contributions made in the preceding tax year. In addition to IRA contributions, Form 5498 summarizes rollovers, recharacterizations, conversions, and reconversions. This is the information Fidelity is required to report to the IRS.

Get step-by-step help in understanding your 5498 tax form

close

1099-R

close

5498-SA

close

1099-SA

close

1099-Q

close

Supplemental 1099-OID (REMIC)

If you own certain real estate mortgage investment conduits (REMICs), financial asset securitization investment trusts (FASITs), and/or collateralized mortgage obligations (CMOs) in a nonretirement brokerage account and earned OID, you will receive this supplemental form.

close

2439

You will receive a 2439 form if you have a brokerage or Fidelity Mutual Fund account in which a mutual fund or a real estate investment trust retained its long-term capital gains.

close

Supplemental Mortgage Pool Statement

close

1042-S

Nonresident aliens with earned dividend, interest or royalty income from U.S. sources will receive a 1042-S form.

close

1042-S

Nonresident aliens with distributions from retirement accounts will receive a 1042-S form by mail.

close

K-1

K-1 forms report income, deductions, or losses for business partnerships, S corporations, trusts, and estates; these forms are not provided by Fidelity directly.