
Fidelity Announces Schedule for Release of 2022 Form 1099s
We were informed by Fidelity of their schedule regarding the release of the 2022, 1099s. These forms may include Form 1099-Div, 1099-Int, 1099-R and/or Form 5498, whichever is appropriate for your account held at Fidelity.
Below are the dates Fidelity plans to have 1099's released. They are planning to post these forms in "waves". If you have not activated Fidelity's e-delivery option for your account, you will receive paper copies of your tax forms, via regular mail, up to two weeks after the forms are posted online. However, you are always able to log into your account at Fidelity and locate the forms there.
We will not be able to know in advance which non-retirement accounts are scheduled for each "wave". If you need assistance finding your tax forms, please reach out to Candace Furtado at (401) 334-3400. If they are available, we can send them to you or help you log into your Fidelity website and download them online.
Please maintain a copy of your tax documents to share with your tax preparer.
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 |