When Will Fidelity Tax Documents Be Available?

when will fidelity tax documents be availabel

Fidelity is the online broker tool that provides robust research tools and an asset chart to help you make your next trade. Many pre-built and customizable screeners are already available for stocks, fixed incomes, and ETFs. 

In addition, Fidelity is among websites that offer zero fees and commissions for online trading in stocks and ETFs. Most traditional brokers generally charge domestic wire fees transfer fees, including transfer and account closure fees. 

You can trade stocks (including fractional shares), mutual funds, and many more on the mobile application. The mobile application is similar to desktop. So, one can enjoy the web application and can trade easily.

When Will Fidelity Tax Documents Be Available?

Fidelity Tax Documents will be available in Mid-February. All tax documents will be available on the official Fidelity website. You can download your tax documents from the official website and file your taxes with the IRS. These are sent to you via mail or downloaded, whatever suits you the best. 

How To Get My 1099 B Form From Fidelity?

If you want to access the tax documents on fidelity, The first step is to log in to your account on the official website of Fidelity. If you are an active trader and have bought and sold stocks since last year, you can retrieve your tax documents and prepare for filing. 

Fidelity makes the job easy to know when your tax documents will be available for viewing and downloading purposes.

1099 Tax Documents are made available to its users from January 2022. A person can receive more than one tax document if they have multiple fidelity accounts.

Once the tax documents are ready to view, fidelity sends an email to its users, or if the user wishes, can directly from the website of fidelity.

  • Firstly you need to log in to your fidelity account with your ID and password.
  • Select the specific investment account within the dashboard, click on the tab, and click again on trade.
  • Afterwards, click on statements, and the final step is to look for tax forms; you can find your latest tax information.

Does Fidelity Give You 1099?

Yes, Fidelity gives a 1099 tax first; one needs to open the browser and visit the official fidelity website simply.

When the website opens, you need to click on “Account Type” under account type; you will find the account tab, tap on Account, and click on the “Tax Forms” tab.

Also Read: How to Transfer Stocks from Robinhood to Fidelity?

Does Fidelity Keep Track Of Taxes?

Yes, Fidelity keeps track of your taxes and sends reports to the IRS. Whenever covered security is sold, Fidelity needs to report to the IRS the following Statements.

  1. Adjusted Cost Basis
  2. Holding Period (Long Term or Short Term)
  3. Wash Sale Information.

How To Get Tax Forms From Fidelity App?

Getting your tax forms from Fidelity App is a speedy and straightforward process. You just need to follow these simple steps. 

Steps to get Tax Forms from Fidelity App:

Step 1: Open Your browser and visit the official website of fidelity. 

Step 2: Afterwards, log in with your User ID and password. 

Step3: Afterwards, a page will open up, and you need to select the specific investment account and then click on the tab. 

Step 4: After clicking on account, you need to click the trade option and click on statements.

Step 5: The final step is to look for tax forms, and this is how you can get your tax information. 

Also Read: Is Amazon Stock Overvalued or Undervalued?


Fidelity interface is one of the most transparent and easy-to-understand pricing schedules in online brokerage. As a result, there is no cost to open an account, and also it offers competitive rates. 

By analyzing all the same, it can be said that Fidelity has eliminated all the traditional costs related to the commission, brokerage, and many kinds of wire fees. 

As a result, retail investors and traders can choose this platform and enjoy trading with Fidelity. In upcoming years, Fidelity has committed to building a website and adding features that can make and save money for its users.