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 orVisit the Fidelity Tax Information page.
Fidelity 2024 tax form schedule
| Form name | Available online | Sent by mail |
| 1099 (Group 1) | January 20 | January 26 |
| 1099 (Group 2) | February 10 | February 16 |
| 1099 (Group 3) | February 24 | March 1 |
| 1099 (Group 4) | March 6 | March 12 |
| 1099-R | January 20 | January 26 |
| 5498 | January 19 | January 25 |
| 1099-Q | January 12 | January 18 |
Schwab Information
SchwabClients - 2023 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 theSchwab Tax-Time Resource Page for more information.