The availability of the American tax forms to its citizens in different firms and platforms depicts the importance of those forms to both the government and the citizens. Fidelity is another American firm which also supplies tax forms like the W-2 form and 1099 forms to American citizens who are registered members of the company and are in need of it. Go on reading to know how you can get a W-2 or 1099 form from Fidelity in America if you have a registered account with them, or how to register with them if you do not have one.
If you have an account with Fidelity, you can view, download and access your tax forms as they are made available (either W-2 or 1099 tax forms) and derive information that is up to date on the status of any outstanding forms on the Fidelity website (this is because your login details are required).
What Does The Fidelity Company Do in America?
Fidelity Investments Inc., which is also known as Fidelity, and formerly known as Fidelity Management & Research or simply FMR, is a multinational financial services corporation that is based in America and has its headquarters in Boston, Massachusetts. The firm was established in the year 1946. Over time, it has become one of the largest asset managers in the world, with a total of 4.5 trillion dollars in assets under management as of December 2021, with assets under administration making a total of 11.8 trillion dollars as of December 2021. Fidelity Investments is in charge of the management of a large family of mutual funds and provides investment advice and fund distribution, index funds, retirement services, wealth management, securities execution and clearance, cryptocurrency, life insurance and asset custody.
Edward C. Johnson II established the company in 1946 as Fidelity Management and Research (FMR). Fidelity International Limited (FIL) was established in 1969 to serve non-US markets, and it was spun off in 1980 as an independent entity owned by its employees. Fidelity Management and Research began offering 401(k) plans in 1982. It launched computerized stock trading in 1984. Robert Pozen took over as CEO in 1997. Geode Capital Management was founded in 2001 to manage and incubate FMR investment strategies. It was spun off as a separate corporation in 2003. The Fidelity Nasdaq Composite Index Tracking Stock Fund (ONEQ) was the company’s first ETF, which debuted in 2003. Fidelity Ventures, the capital arm of the company’s venture, was eventually closed down in 2010, and most of its employees formed Volition Capital. Fidelity International was later renamed Fidelity Worldwide Investment in the year 2011 and a new logo was also introduced and put into immediate use as soon as it was initiated. The headquarters of the company in Boston were relocated to 245 Summer Street in 2012. Abigail Johnson assumed the role of president and CEO of Fidelity Investments (FMR) and chairman of Fidelity International in the year 2014. (FIL).
Fidelity established a separate entity in the year 2018, which was dedicated to the custody of institutional cryptoasset and cryptocurrency trading. It was announced in May 2019 that the company would, in a short while, begin to offer cryptocurrency trading to institutional clients. Fidelity Digital Asset Services, which handles cryptocurrency custody and trade execution for institutional investors, was launched in October 2019. Following that, Fidelity filed with the SEC in March 2021 to introduce a Bitcoin ETF. In 2019 again, the assets that were under Fidelity’s management increased by 26 percent to a record 3.2 trillion dollars, which helped to increase revenue to 20.9 billion dollars and operating income to a total of 6.9 billion dollars.
Fidelity opened a new investor center in Chesnut Hill, Massachusetts, in March 2020. The operating income of Fidelity Management and Research increased by 4.6 percent in March 2021. Fidelity also later announced plans to recruit 16,000 people in 2021, including 9,000 in the second half of the same year, in August 2021.
Fidelity is a company that assists over 40 million people in feeling more confident in their most important financial goals, manages employee benefit programs for nearly 23,000 businesses, and provides innovative investment and technology solutions to more than 3,600 advisory firms in order to help them grow their businesses. The diverse businesses and independence of the company provide insight into the entire market as well as the stability required to think and act for the long term while providing value to you.
How to Get W-2 from Fidelity
If you have an account with Fidelity, you can view, download and access your tax forms as they are made available (either W-2 or 1099 tax forms) and derive information that is up to date on the status of any outstanding forms on the Fidelity website (this is because your login details are required).
Unless otherwise noted, most tax forms are available online starting on the 15th of February as the date is the set deadline by the Internal Revenue Service (IRS). (If this day, the 15th of February falls on a weekend or a holiday, the deadline is the following business or working day).
In conclusion, due to the fact that the Fidelity Investments Inc. is a financial body that is widely patronised by many Americans and as such, the United States government makes the forms available to the firm so that they can also get it through to employers and citizens. You can get your W-2 from from Fidelity today.
Frequently Asked Questions (FAQs)
- As a Fidelity customer, what resources are available to me?
One advantage of being a Fidelity customer is having access to some of the industry’s resources and the most comprehensive information about tax.
- Is it possible for my tax refund to be deposited into one or more of my Fidelity accounts?
Yes, your Internal Revenue Service (IRS) or state tax refund may be deposited directly into your Fidelity account(s).
- Who is the current MD and CEO of Fidelity Investments Inc.?
Abigail Pierrepont Johnson, an American billionaire business woman currently occupies the position of CEO of Fidelity Investments in America.
- In what areas can I find Fidelity offices?
With over 52,000 associates, the company’s physical presence globally covers nine other countries across Europe, North America, Australia and Asia that are working untiringly to satisfy the needs of their customers.
