Fidelity Investments 2022 Tax Form Dates and Deadlines

Below is a list of deadlines for Fidelity to produce and mail their tax forms from 2022 year-end.

2022 Fidelity Tax Form Schedule

Review the dates standard tax forms are available online. You can also log in to view your personalized 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

The above chart shows the mailing schedules for all the forms and information investors may receive, including those mailings that are mandated by the IRS for tax filing purposes as well as supplemental mailings. 1099-R, 1099-div and Form 5498 and Interest Income are all on their way.

You can always check the status of your tax forms online by logging in HERE