It’s that time of year again – tax season is upon us! In this blog post, we’ll look at the timeline for when Fidelity tax documents will be available and walk you through the process of getting them.
When Will My Fidelity 1099 Tax Document Be Available?
1099 tax forms will be made available to Fidelity customers starting on January 21, 2023. 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 2022 Tax Form Schedule
| Form name | Available online | Sent by mail |
| 1099 (Group 1) | Jan 21, 2023 | Jan 27, 2023 |
| 1099 (Group 2) | Feb 11, 2023 | Feb 17, 2023 |
| 1099 (Group 3) | Feb 25, 2023 | Mar 3, 2023 |
| 1099-SA | Jan 20, 2023 | Jan 26, 2023 |
| 1099-R | Jan 20, 2023 | Jan 26, 2023 |
| 5498-SA | May 11, 2023 | May 17, 2023 |
| 5498 | Jan 20, 2023 | Jan 26, 2023 |
| 1099-Q | Jan 13, 2023 | Jan 19, 2023 |
| 1042-S | Mar 10, 2023 | Mar 16, 2023 |
How Can I Access My Tax Documents on the Fidelity Website?
- Login to your Fidelity account.
- Select Account & Trade > Statements.
- Click on Tax Forms.
You can also click here to be taken directly to view your Fidelity tax form schedule.
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.
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.
Diego
Diego, a seasoned financial analyst in New York, brings a decade of expertise to guiding financial decisions. As a blogger for UseFidelity.com, he simplifies finance, offering insights on Fidelity Investments. Beyond numbers, he explores NYC's culture and enjoys capturing moments through his photography.
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.