It’s that time of year again – tax season is upon us! In this blog post, we’ll look at the timeline for when 2024 Fidelity tax documents will be available and walk you through the process of getting them.
When will my Fidelity Tax Document be available?
1099 tax forms will be made available to Fidelity customers starting on January 9, 2025. Some customers may not see their tax documents until mid-February due to unexpected delays. You may receive more than one 1099 if you have multiple Fidelity accounts.
Fidelity 2025 Tax Form Schedule
Fidelity will release different tax forms according to the following schedule for tax year 2024.
| Tax Form | Description | Available Online | Sent by mail |
| 1099 Group 1 1099 Group 2 1099 Group 3 1099 Group 4 |
Dividends, interest, sales proceeds | JAN 25, 2025 FEB 1, 2025 FEB 22, 2025 MAR 7, 2025 |
FEB 1, 2025 FEB 8, 2025 MAR 1, 2025 MAR 14, 2025 |
| 1099-R | Retirement account distributions | JAN 17, 2025 | JAN 24, 2025 |
| 1099-Q | Health Savings Account (HSA) distributions | JAN 10, 2025 | JAN 17, 2025 |
| 5498 | IRA contributions and values | MAY 16, 2025 | JAN 17, 2025 |
Fidelity 1099 Tax Form “Delayed” or “In Progress”
Some Fidelity customers are seeing a notice that says their 1099 tax form is “In Progress” or “Delayed.”
This can be due to several reasons:
- Missing account information.
- Waiting for additional details from fund issuers.
- Dividend reclassification.
The status column of your Fidelity 1099 form should include a date to check back for updated availability info.
Where can I access my tax forms on Fidelity’s website?
- Login to your Fidelity account.
- On the top-level navigation in the menu bar, mouse-over to highlight Accounts & Trade
- From the drop-down menu, select Tax Forms & Information
- Select View your Tax Forms to find which forms and dates your tax forms for your specific account will be available.
You can also click here to be taken directly to view your Fidelity tax form schedule.
What if I still haven’t received my 2024 tax forms?
It’s the end of January and I have not yet received the 1099 form for one of my Fidelity brokerage accounts.
Here is the message I received from Fidelity:
We’re waiting for final tax information from QQQ
Your form is delayed because we’re waiting for information from INVESCO QQQ TR UNIT SER 1(QQQ). We’ll email you as soon as this form is available.
If you’re in a similar situation, be patient and check back on the suggested date.
Why Did I Receive Multiple Documents?
You may receive multiple 1099s depending on your account activity throughout the year.
For example, Form 1099-R if you made trades through your Roth IRA account or Form 1099 (Consolidated) for your individual brokerage account.
How Do I Correct Errors on My 1099?
If you spot an error on your Fidelity 1099 tax document, you may click here to contact Fidelity to make any corrections.
Important Tax Filing Deadlines
Important Deadlines The tax filing deadline for 2024 returns is Tuesday, April 15, 2025. If you need more time, you can request an extension until October 15, 2025, but any taxes owed are still due by April 15, 2025.
what exactly is meant by group 1, 2, 3 for mailing 1099?
Fidelity has a large customer base. They can only send out tax forms to some at a time. As a result, the delivery is being done in groups.
I am attempting to find if I have an active account in Fidelity in order to complete my Fed. returns.