When Will I Receive My Fidelity Go 1099 Tax Form?
- Main Problem: The user is inquiring about the delivery schedule for their tax forms, which is dependent on the specific assets held in their account.
- Solution – Accessing Tax Forms: To view tax forms, the user should log into Fidelity.com and follow these steps:
- Click “Accounts & Trade”
- Select “Documents”
- Then, choose “Tax Forms”
- Solution – Checking for Delays: If tax forms are not ready, some accounts will have a “Why?” option to explain the delay.
- Solution – General Information: Users can find general information about tax forms and the delivery schedule on the Fidelity Tax Information page.
Here’s the full thread
Hey there, Thanks for reaching out! I’ll be happy to discuss this with you.
In short, the delivery schedule for your tax forms is driven by the particular assets that were held within your account. To elaborate, Fidelity generates tax forms for our clients once we receive tax information from specific securities.
To access your tax forms or to view the dates when you will have access to them, follow these steps after logging in to Fidelity.com:
1. Click ” Accounts & Trade”
2. Select “Documents”
3. Then, “Tax Forms”
If they are ready, you’ll be able to access them using the hyperlink on the page. If they are not, some accounts will have a “Why?” to review the reason for the delay.
Luckily, you can find general information about tax forms, including the delivery schedule, on our Tax Information page on the website.
Tax Information: https://www.fidelity.com/tax-information/overview
If you have any additional questions for us, don’t hesitate to reach out! 🟢