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Designating beneficiaries is optional. However leaving this section blank will indicate that no beneficiary is named by you for this account and that upon your death payment will be made according to the rules of succession as outlined in the applicable Custodial Agreement. You can add or change beneficiaries any time at fidelity. com/beneficiary. Copy Beneficiaries from Another Fidelity IRA Account Available ONLY if you want to copy the current beneficiary designation s from an existing Fideli ...

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Does Fidelity do tax preparation?

Fidelity customers get up to $20 off online filing for federal products. Get 1-on-1 tax guidance from an experienced tax professional who'll prepare and file your taxes for you\u2014all from the comfort of your home.

Does Fidelity give tax forms?

Most 2021 tax forms are available. View the status of all your tax forms here.

Does Fidelity provide tax forms?

Most 2021 tax forms are available.

How do I get a copy of my 1099-DIV?

To order official IRS information returns, which include a scannable Copy A for filing with the IRS and all other applicable copies of the form, visit www.IRS.gov/orderforms.

What are the required documents for Fidelity?

Requirements for Opening Accounts Name. Tax identification number. Valid government photo identification issued at least 30 days ago. Date of birth. Mailing and physical address (if different) Contact phone number. Mother's maiden name (for additional security) Citizenship/Residency status.

fidelity investments forms

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Where can I pick up tax forms in my area?

To find the Center nearest to you, visit IRS.gov and click on \u201cHelp & Resources\u201d and then \u201cContact Your Local IRS Office.\u201d Select your state for a list of offices, as well as a list of services available at each office.

What documents do I need to open Fidelity account?

What's Needed to Open a Personal Account Name. Tax identification number. Valid government photo identification issued at least 30 days ago. Date of birth. Mailing and physical address (if different) Contact phone number. Mother's maiden name (for additional security) Citizenship/Residency status.

What info does Fidelity need?

If you don't already have a Fidelity account, then you'll need to fill in some basic personal information -- email address, street address, Social Security number, and so on -- on this page and the following page.

How do I download my 1099 from Fidelity?

You may view and download copies of your 2021 tax forms at i.fidelity.com. After logging in to the site, Under "Account Type", click on the account and then click on "Tax Forms" tab. Select the tax year that you would like to view from the drop down and then click "View PDF".

How do I get my 1099 DIV from Fidelity?

For Fidelity Brokerage Accounts \u2014 Go to the Supplemental Information portion of your Tax Statement, find the Total Ordinary Dividends and Distributions Detail subsection under Details of 1099-DIV Transactions. For Fidelity Fund (not brokerage) Accounts \u2014 See Form 1099-DIV, Dividends and Distributions section.