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.