Fidelity Mutual Fund Tax Information

Get tax information for domestic and international Fidelity funds and other important notices such as corporate actions.

Note: This information is given for tax‐planning purposes and may not be accurate for tax reporting; please use the tax form statements Fidelity mails early in the year to prepare your tax returns.

Tax-Exempt Income Information

Non-state-specific tax-exempt income information	Tax-Exempt Income from Fidelity Funds (PDF) Fidelity National Municipal Funds Interest Dividends by Month (PDF)
State-specific tax-exempt income information¹	Connecticut residents (PDF) Indiana residents (PDF) Maryland residents - Letter is not applicable for 2025 Massachusetts residents - Letter is not applicable for 2025 New Jersey residents - Letter is not applicable for 2025 Ohio residents - Letter is not applicable for 2025 Utah residents (PDF)
Distributions subject to alternative minimum tax	Fidelity Municipal Fund Distributions Subject to Alternative Minimum Tax (PDF)
U.S. government securities income	Percentage of Income from U.S. Government Securities (PDF)
Income subject to foreign tax	Tax Information for Individuals About Foreign Tax Paid (PDF) Tax Information for Corporate Investors About Foreign Tax Paid (PDF)
Information for Nonresident Aliens	Information for Nonresident Aliens (PDF)
Prior Year Letters	See letters from prior years 2017-2023
	See Fidelity Advisor mutual fund information 1. Fidelity calculates and reports the portion of tax-exempt interest dividend… Show More 1. Fidelity calculates and reports the portion of tax-exempt interest dividend income that may be exempt from your state and/or local income tax for the state-specific funds in the “State/Local Tax-Exempt Income from Fidelity Funds” supplemental section of your Consolidated 1099 Tax Reporting Statement, when applicable. Show Less

Corporate Shareholder Information

2024	2024 Corporate Dividends Received Deduction Information (PDF)

Prior Year Letters

See letters from prior years 2017-2023

Corporate Actions

January	Form 8937 Fidelity Income Fund Fidelity Simplicity RMD Income Fund (PDF) Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2010 Fund (PDF) Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2015 Fund (PDF) Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2020 Fund (PDF) Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2025 Fund (PDF) Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2030 Fund (PDF)

January

Form 8937 Fidelity Income Fund Fidelity Simplicity RMD Income Fund (PDF)

Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2010 Fund (PDF)

Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2015 Fund (PDF)

Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2020 Fund (PDF)

Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2025 Fund (PDF)

Form 8937 Fidelity Income Fund Fidelity Simplicity RMD 2030 Fund (PDF)

November	Form 8937 Fidelity Summer Street Trust: Fidelity SAI Sustainable Future Fund (PDF)
October	Form 8937 Fidelity Advisor Series I: Fidelity Advisor Balanced Fund (PDF) Form 8937 Fidelity Advisor Series I: Fidelity Advisor Leveraged Company Stock Fund (PDF) Form 8937 Fidelity Advisor Series VIII: Fidelity Advisor Global Equity Income Fund (PDF)
September	Form 8937 Fidelity Investment Trust: Fidelity Latin America Fund (PDF) Form 8937 Fidelity Summer Street Trust: Fidelity Global High Income Fund (PDF)
August	Fidelity Rutland Square Trust II: Strategic Advisers Large Cap Fund Form 8937 (PDF) Fidelity Rutland Square Trust II: Strategic Advisers Small-Mid Cap Fund Form 8937 (PDF)
June	Fidelity Advisor Freedom 2005 Fund Form 8937 (PDF) Fidelity Flex Freedom Blend 2005 Fund Form 8937 (PDF) Fidelity Freedom 2005 Fund Form 8937 (PDF) Fidelity Freedom Blend 2005 Fund Form 8937 (PDF) Fidelity Freedom Index 2005 Fund Form 8937 (PDF) Freedom 2005 Portfolio Form 8937 (PDF) Investor Freedom 2005 Portfolio Form 8937 (PDF)

August	Fidelity Covington Trust - Fidelity Preferred Securities and Income ETF Form 8937 (PDF)
April	Fidelity Summer Street Trust - Fidelity Global High Income Fund (PDF)

November	Fidelity Advisor Series I - Fidelity Real Estate High Income (PDF)
October	Fidelity Emerging Markets Multifactor ETF Form 8937 (PDF)
September	Fidelity California Municipal Money Market Fund Form 8937 (PDF) Fidelity Massachusetts Municipal Money Market Fund Form 8937 (PDF) Fidelity New Jersey Municipal Money Market Fund Form 8937 (PDF) Fidelity New York Municipal Money Market Fund Form 8937 (PDF)

November

Fidelity Advisor Series I - Fidelity Real Estate High Income (PDF)

October

Fidelity Emerging Markets Multifactor ETF Form 8937 (PDF)

September

Fidelity California Municipal Money Market Fund Form 8937 (PDF)

Fidelity Massachusetts Municipal Money Market Fund Form 8937 (PDF)

Fidelity New Jersey Municipal Money Market Fund Form 8937 (PDF)

Fidelity New York Municipal Money Market Fund Form 8937 (PDF)

November	Fidelity Air Transportation Portfolio Form 8937 (PDF) Fidelity Communications Equipment Portfolio Form 8937 (PDF) Fidelity Energy Service Portfolio Form 8937 (PDF) Fidelity Natural Gas Portfolio Form 8937 (PDF)
August	Fidelity Investment Grade Securitized ETF Form 8937 (PDF)
May	Fidelity Emerging Europe, Middle East, Africa Fund merger into Fidelity Emerging Markets Fund (PDF) Fidelity Independence Fund merger into Fidelity Magellan Fund (PDF)
April	Fidelity Export and Multinational Fund merger into Fidelity Fund (PDF)

November	Strategic Advisers Core Fund merger into Strategic Advisers Large Cap Fund (PDF) Strategic Advisers Growth Fund merger into Strategic Advisers Large Cap Fund (PDF) Strategic Advisers Value Fund merger into Strategic Advisers Large Cap Fund (PDF)
July	Fidelity Managed Retirement 2005 Fund merger into Fidelity Managed Retirement Income Fund (PDF) Fidelity Simplicity RMD 2005 Fund merger into Fidelity Simplicity RMD Income Fund (PDF) Fidelity MSCI Real Estate Index ETF_Form 8937 (PDF)
June	Fidelity Event Driven Opportunities Fund merger into Fidelity Low-Priced Stock Fund (PDF)

November

Strategic Advisers Core Fund merger into Strategic Advisers Large Cap Fund (PDF)

Strategic Advisers Growth Fund merger into Strategic Advisers Large Cap Fund (PDF)

Strategic Advisers Value Fund merger into Strategic Advisers Large Cap Fund (PDF)

July

Fidelity Managed Retirement 2005 Fund merger into Fidelity Managed Retirement Income Fund (PDF)

Fidelity Simplicity RMD 2005 Fund merger into Fidelity Simplicity RMD Income Fund (PDF)

Fidelity MSCI Real Estate Index ETF_Form 8937 (PDF)

June

Fidelity Event Driven Opportunities Fund merger into Fidelity Low-Priced Stock Fund (PDF)

December	Fidelity Global Credit Fund, Return of Capital (PDF)

August	Fidelity Inflation-Protected Bond Fund merger into Fidelity Inflation-Protected Bond Index Fund (PDF)
April	Fidelity Strategic Income Fund merger into Fidelity Advisor Strategic Income Fund (PDF) Fidelity Global Strategies Fund merger into Fidelity Asset Manager (PDF) Fidelity Global Balanced Fund merger into Fidelity Asset Manager (PDF)
March	Fidelity Advisor Municipal Income Fund merger into Fidelity Municipal Income Fund (PDF)
January	Fidelity Industrial Equipment Portfolio merger into Fidelity Industrials Portfolio (PDF) Fidelity Advisor Short Fixed-Income merger into Fidelity Short-Term Bond Fund (PDF)

December	Fidelity Advisor Multi-Asset Income Fund, Return of Capital 2017 (PDF) Fidelity Global Credit Fund, Return of Capital 2017 (PDF) Fidelity International Credit Central Fund, Return of Capital 2017 (PDF) Fidelity Series International Credit Fund, Return of Capital 2017 (PDF)
September	Fidelity Retirement Government Money Market Portfolio merger in to Fidelity Government Money Market Portfolio (PDF) Fidelity Retirement Government Money Market II Portfolio merger in to Fidelity Government Money Market Portfolio (PDF) Fidelity Freedom K 2005 Fund merger into Fidelity Freedom 2005 Fund (PDF) Fidelity Freedom K 2010 Fund merger into Fidelity Freedom 2010 Fund (PDF) Fidelity Freedom K 2015 Fund merger into Fidelity Freedom 2015 Fund (PDF) Fidelity Freedom K 2020 Fund merger into Fidelity Freedom 2020 Fund (PDF) Fidelity Freedom K 2025 Fund merger into Fidelity Freedom 2025 Fund (PDF) Fidelity Freedom K 2030 Fund merger into Fidelity Freedom 2030 Fund (PDF) Fidelity Freedom K 2035 Fund merger into Fidelity Freedom 2035 Fund (PDF) Fidelity Freedom K 2040 Fund merger into Fidelity Freedom 2040 Fund (PDF) Fidelity Freedom K 2045 Fund merger into Fidelity Freedom 2045 Fund (PDF) Fidelity Freedom K 2050 Fund merger into Fidelity Freedom 2050 Fund (PDF) Fidelity Freedom K 2055 Fund merger into Fidelity Freedom 2055 Fund (PDF) Fidelity Freedom K 2060 Fund merger into Fidelity Freedom 2060 Fund (PDF) Fidelity Freedom K Income Fund merger into Fidelity Freedom Income Fund (PDF)
August	Fidelity Total Bond ETF, Return of Capital (PDF)
July	Fidelity GNMA Fund, Return of Capital (PDF)
June	Fidelity International Bond Fund, Return of Capital (PDF)

Section 19 and Other Notices

December	Fidelity Stocks for Inflation ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Cloud Computing ETF - Section 19 Notice (PDF)
September	Fidelity Cloud Computing ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Stocks for Inflation ETF - Section 19 Notice (PDF)
June	Fidelity Cloud Computing ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Stocks for Inflation ETF - Section 19 Notice (PDF)
March	Fidelity Cloud Computing ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Stocks for Inflation ETF - Section 19 Notice (PDF)

December	Fidelity High Dividend ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Quality Factor ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)
September	Fidelity High Dividend ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Quality Factor ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)
June	Fidelity High Dividend ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Quality Factor ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)
March	Fidelity High Dividend ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Quality Factor ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)

December	Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)
September	Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)
June	Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)
March	Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)

December	Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity New Millennium ETF - Section 19 Notice (PDF) Fidelity Real Estate Investment ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF) Fidelity Sustainability U.S. Equity ETF - Section 19 Notice (PDF)
September	Fidelity Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)
June	Fidelity Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)
March	Fidelity Real Estate Index ETF - Section 19 Notice (PDF) Fidelity Small-Mid Multifactor ETF - Section 19 Notice (PDF)

December	Fidelity Blue Chip Growth ETF - Section 19 Notice (PDF) Fidelity High Dividend ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity New Millennium ETF - Section 19 Notice (PDF) Fidelity Stocks for Inflation ETF - Section 19 Notice (PDF) Fidelity US Multifactor ETF - Section 19 Notice (PDF)
September	Fidelity High Dividend ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
June	Fidelity High Dividend ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
March	Fidelity High Dividend ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
January	Fidelity Low Duration Bond Factor ETF - Section 19 Notice (PDF)

December	Fidelity MSCI High Dividend Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
September	Fidelity MSCI High Dividend Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
June	Fidelity MSCI High Dividend Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
March	Fidelity MSCI High Dividend Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
January	Fidelity MSCI Health Care Index ETF - Section 19 Notice (PDF)

December	Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
September	Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
June	Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
March	Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)

December	Fidelity MSCI Energy Index ETF - Section 19 Notice (PDF) Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity MSCI Telecommunications Index ETF - Section 19 Notice (PDF)
September	Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
June	Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
March	Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)
January	Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF)

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Fidelity Mutual Fund Tax Information

Tax-Exempt Income Information

Corporate Shareholder Information

Corporate Actions

Section 19 and Other Notices

Tax-Exempt Income Information

2024

Corporate Shareholder Information

Information for Corporate Shareholders

Prior Year Letters

Corporate Actions

2025 Fidelity mutual funds corporate actions

2024 Fidelity mutual funds corporate actions

2023 Fidelity mutual funds corporate actions

2022 Fidelity mutual funds corporate actions

2021 Fidelity mutual funds corporate actions

2020 Fidelity mutual funds corporate actions

2019 Fidelity mutual funds corporate actions

2018 Fidelity mutual funds corporate actions

2017 Fidelity mutual funds corporate actions

Section 19 and Other Notices

2024

2023

2022

2021

2020

2019

2018

2017

Tax resources

Fidelity Mutual Fund Tax Information - Fidelity

Fidelity Mutual Fund Tax Information

Tax-Exempt Income Information

Corporate Shareholder Information

Corporate Actions

Section 19 and Other Notices

Tax-Exempt Income Information

2024

Corporate Shareholder Information

Information for Corporate Shareholders

Prior Year Letters

Corporate Actions

2025 Fidelity mutual funds corporate actions

2024 Fidelity mutual funds corporate actions

2023 Fidelity mutual funds corporate actions

2022 Fidelity mutual funds corporate actions

2021 Fidelity mutual funds corporate actions

2020 Fidelity mutual funds corporate actions

2019 Fidelity mutual funds corporate actions

2018 Fidelity mutual funds corporate actions

2017 Fidelity mutual funds corporate actions

Section 19 and Other Notices

2024

2023

2022

2021

2020

2019

2018

2017

Additional resources

Tax resources