Tax Form Schedule*
Depending on the type of account of type of account you own and your account activity during the tax year, you may receive a tax form from Fidelity. Below is an approximate availability of tax forms
If you receive your forms by mail, when applicable, Forms 1099-DIV and Form 1099-B will be mailed in the same envelope.
January 31, 2024 Reports all amounts January 31, 20241099-B: The proceeds from sales (redemptions or exchanges) of non-money-market Fidelity mutual funds in nonretirement accounts during 2023. Cost basis information will now be included in the 1099-B. Sales of less than $20 that remove fraction shares will not be reported
1099-DIV: Dividends and capital gain distributions declared by Fidelity mutual funds in nonretirement accounts during 2023. All amounts with withholding. Amounts under $10.00 may not be reported
If you receive your forms by mail, when applicable, Forms 1099-DIV and Form 1099-B will be mailed in the same envelope.
February 15, 2024 March 15, 2024 Reports all amounts May 31, 2024† December 31, 2023 FMV will be reported on 2023 year-end customer statements* Schedule for accounts sold through financial advisors and serviced by Fidelity Investments Institutional Operations Company LLC (FIIOC). It does not cover mailings for 401(k) or 401(a) plans serviced by FIIOC and sold through financial advisors.
† Date is subject to change based on guidance from the IRS.
Or, call us at 877-208-0098 or contact your financial representative.
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Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.
Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.
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