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 

Additional Resources