Fidelity Investments^® Tax Form Delivery Calendar below includes dates for all tax forms available online and for eDelivery including 1099’s. Clients will need to allow an additional 7-10 days when receiving tax documents by mail.

(Note: The information below should not be altered unless provided by or approved by Fidelity Investments)

*INFO Only will be issued online only and no longer mailed. Preparation of this form is an optional service that requires opting into by the branch or super-branch; see the Tax Form Eligibility Matrix for a list of available registrations. For all other INFO Only requests, please see the Tax Form Correction Calendar for ad hoc INFO 1099 availability.

**Applicable for Regulated Investment Companies (RICs) with a December 31 tax year end.

Correction and Duplicates

Duplicate and corrected forms follow the same mailing cycle listed above.

Any requests for duplicate forms entered before the beginning of the above mailing dates will be held until the next mailing date as more than one change may occur. By having different cycles for different form types, Fidelity Investments® is able to find the balance between sending out the correction quickly, minimizing the need for multiple corrected tax forms.

Duplicate requests can only be generated during the tax mailing cycles once the cycle ends for the tax year, November of the following year, we can no longer create tax forms for the previous year as the books have been closed out and are moving to the next tax year.

Possible USPS Mailing Delays

• As Tax Season 2022 commences, clients may encounter delays receiving their mailed tax forms due to postal service interruptions resulting from the pandemic
• Clients are encouraged to opt-in for eDelivery about 1 week prior to form activation

Regardless of tax form delivery preference, clients can access their documents online via Wealthscape