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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

* Indicates form is not yet available

Non-state-specific tax-exempt income information	Tax-Exempt Income From Fidelity Funds Fidelity National Municipal Funds Interest Dividends by Month
State-specific tax-exempt income information¹	Connecticut residents Maryland residents - Letter is not applicable for 2022 Massachusetts residents - Letter is not applicable for 2022 New Jersey residents - Letter is not applicable for 2022 Ohio residents Utah residents
Distributions subject to alternative minimum tax	Fidelity Municipal Fund Distributions Subject to AMT
U.S. government securities income	Percentage of Income From U.S. government securities
Income subject to foreign tax	Tax Information for Individuals About Foreign Tax Paid Tax Information for Corporate Investors About Foreign Tax Paid
Information for Nonresident Aliens	Information for Nonresident Aliens
Prior Year Letters	See letters from prior years 2015-2021
	Click here for 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.

Corporate Shareholder Information

Information for Corporate Shareholders	2022 Corporate Dividends Received Deduction Information 2022 Section 163(j) Interest Dividend Information

Prior Year Letters

See letters from prior years 2015-2021

* Indicates form is not yet available

Corporate Actions

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)
August	Fidelity Investment Grade Securitized ETF 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)

December	Fidelity Global Bond Fund, Return of Capital (PDF) Fidelity International Bond Fund, Return of Capital (PDF)
July	Fidelity Advisor Short Fixed-Income merger into Fidelity Short-Term Bond Fund (PDF)
March	Fidelity Real Estate High Income Fund, Return of Capital (PDF)
February	Strategic Advisers Income Opportunities Fund, Return of Capital (PDF)

December	Fidelity Advisor Strategic Income Fund, Return of Capital (PDF) Fidelity Global Bond Fund, Return of Capital (PDF) Fidelity International Bond Fund, Return of Capital (PDF) Fidelity Strategic Income Fund, Return of Capital (PDF)
November	Fidelity U.S. Government Reserves Fund merger into Fidelity Government Money Market Fund (PDF) Money Market Portfolio merger into Fidelity Money Market Fund (PDF) The Prime Fund merger into Fidelity Government Money Market Fund (PDF)
September	Fidelity MSCI Real Estate Index, Return of Capital (PDF) Fidelity MSCI Real Estate Index, Return of Capital (Corrected) (PDF)
July	Fidelity Fifty Fund merger into Fidelity Focused Stock Fund (PDF)
June	Fidelity Treasury Money Market Fund merger into Fidelity Treasury Fund (PDF)
May	Fidelity AMT Tax-Free Money Fund merger into Fidelity Tax-Exempt Fund (PDF) Fidelity Government Fund merger into Fidelity Government Money Market Fund (PDF)
April	Variable Insurance Products (VIP) Growth Stock Portfolio merger into Variable Insurance Products (VIP) Growth Opportunities Portfolio (PDF) Variable Insurance Products (VIP) Growth Strategies Portfolio merger into Variable Insurance Products (VIP) Mid Cap Portfolio (PDF) Variable Insurance Products (VIP) Value Leaders Portfolio merger into Variable Insurance Products (VIP) Value Portfolio (PDF)
March	Fidelity Global Bond Fund, Return of Capital, 03-04-2015 (PDF) Fidelity International Bond Fund, Return of Capital, 03-04-2015 (PDF)

Section 19 and Other Notices

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)

December	Fidelity MSCI Financials Index ETF - Section 19 Notice (PDF) Fidelity MSCI Real Estate Index ETF - Section 19 Notice (PDF) Fidelity MSCI Technology 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)

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)

Tax resources

Fidelity Mutual Fund Tax Information

Tax-Exempt Income Information

Corporate Shareholder Information

Corporate Actions

Section 19 and Other Notices

Tax-Exempt Income Information

2022

Corporate Shareholder Information

Prior Year Letters

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

2016 Fidelity mutual funds corporate actions

2015 Fidelity mutual funds corporate actions

Section 19 and Other Notices

2023

2022

2021

2020

2019

2018

2017

2016

2015

Tax resources

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Fidelity Mutual Fund Tax Information

Tax-Exempt Income Information

Corporate Shareholder Information

Corporate Actions

Section 19 and Other Notices

Tax-Exempt Income Information

2022

Corporate Shareholder Information

Prior Year Letters

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

2016 Fidelity mutual funds corporate actions

2015 Fidelity mutual funds corporate actions

Section 19 and Other Notices

2023

2022

2021

2020

2019

2018

2017

2016

2015

Additional resources

Tax resources