Fidelity Tax Form Availability + Instructions

2/16/2021

Clients with managed accounts will receive tax forms related to your Fidelity account(s). These forms will capture tax data from our transition in late August through the end of 2020.

 

Anticipated Availability of Tax Forms  

  • Qualified Accounts: early February.  
  • Non-Qualified Accounts: released in 3 waves from mid-February to mid-March.  

For more details, please see: Fidelity Tax Form Delivery Calendar.  

You can also find an estimate of when your tax forms will be ready by logging into your Fidelity.com account and clicking the Tax Forms section. 

Instructions to Access Tax Forms on Fidelity.com 

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© 2020 PARABLE WEALTH PARTNERS. ALL RIGHTS RESERVED.

Parable Wealth Partners is proud to be an independent practice of Thrivent, a not-for-profit membership organization of Christians that has helped millions of people achieve financial clarity and live lives full of meaning and gratitude. 

 

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Parable Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies. 

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Parable Wealth Partners are not affiliated companies