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.
Fidelity Mutual Fund Tax Information
Get tax information for domestic and international Fidelity funds and other important notices such as corporate actions.
2024
| Non-state-specific tax-exempt income information |
Tax-Exempt Income from Fidelity Funds - Expected late January (PDF) Fidelity National Municipal Funds Interest Dividends by Month - Expected late January (PDF) |
|---|---|
| State-specific tax-exempt income information1 |
Connecticut residents - Expected late January (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 (PDF) - Expected late January Utah residents (PDF) - Expected late February |
| Distributions subject to alternative minimum tax |
Fidelity Municipal Fund Distributions Subject to Alternative Minimum Tax - Expected late January(PDF) |
| U.S. government securities income |
Percentage of Income from U.S. Government Securities - Expected mid February (PDF) |
| Income subject to foreign tax |
Tax Information for Individuals About Foreign Tax Paid - Expected early March (PDF) Tax Information for Corporate Investors About Foreign Tax Paid - Expected early March (PDF) |
| Information for Nonresident Aliens |
Information for Nonresident Aliens - Expected early March (PDF) |
| Prior Year Letters | |
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See Fidelity Advisor mutual fund information. 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. |
| Information for Corporate Shareholders |
|---|
2024 Fidelity mutual funds corporate actions
2023 Fidelity mutual funds corporate actions
| August | Fidelity Covington Trust - Fidelity Preferred Securities and Income ETF Form 8937 (PDF) |
|---|---|
| April | Fidelity Summer Street Trust - Fidelity Global High Income Fund (PDF) |
2022 Fidelity mutual funds corporate actions
2021 Fidelity mutual funds corporate actions
2020 Fidelity mutual funds corporate actions
2019 Fidelity mutual funds corporate actions
| December |
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2018 Fidelity mutual funds corporate actions
2017 Fidelity mutual funds corporate actions
2024
2023
2022
2021
2020
2019
2018
2017
Additional resources
Year-to-date distributions by Fidelity mutual funds
Find the Fidelity mutual funds you held this year in these charts of year-end distribution information.
Mutual Funds and Taxes
Learn more about how owning shares in mutual funds may affect your federal income tax return.
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