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2024 Tax Forms:  Fidelity and Schwab

2024 Tax Forms: Fidelity and Schwab

| January 11, 2024

Fidelity and Schwab have both released the 2024 Tax Form Schedule along with instructions for accessing your tax forms online. To help clients access their tax forms as effectively and efficiently as possible, we have summarized the tax time resources from Fidelity and Schwab.

Fidelity Information 

Fidelity Clients - 2023 tax forms are not yet available to view for the 2024 tax season. Documents are usually ready by late January or early February. Fidelity - Log in to view your personalized tax form schedule or Visit the Fidelity Tax Information page. 

Fidelity 2024 tax form schedule

Form nameAvailable onlineSent by mail
1099 (Group 1)January  20January 26
1099 (Group 2)February 10February 16
1099 (Group 3)February 24March 1
1099 (Group 4)March 6March 12
1099-RJanuary 20January 26
5498January 19January 25
1099-QJanuary 12January 18

Schwab Information

Schwab Clients2023 tax forms are not yet available to view for the 2024 tax season. Documents are usually ready by late January or early February. Schwab Clients - Log in to your account to find out when your 1099 forms will be available or visit the Schwab Tax-Time Resource Page for more information.