When Will Fidelity Tax Documents Be Available and How To Get Them

This thread includes everything you need to know about retrieving your 1099 documents from Fidelity for this upcoming tax season.

When will my 1099 be ready to view?

1099 tax forms will be made available to Fidelity customers starting on January 22. 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.

Here is the complete 2021 tax form schedule

Form name Available online Sent by mail
1099 (Group 1) January 22 January 28
1099 (Group 2) February 12 February 18
1099 (Group 3) February 26 March 3
1099-R January 21 January 27
5498 January 21 January 27
1099-Q January 14 January 20
1042-S March 10 March 15

How can I access my tax documents on the Fidelity website?

  1. Login to your Fidelity account.
  2. Select Account & Trade > Statements.
  3. Click on Tax Forms.

You can also click here to be taken directly to view your Fidelity tax form schedule.

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.

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Hi! I'm Diego, 38, and I currently reside in New York. I work as a financial analyst. I primarily focus on initiatives involving research and data analysis.

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