Prior Year Tax-Exempt Income Information
Find tax-exempt income information for prior years.
Questions?
2024
| 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 |
Maryland residents - Letter is not applicable for 2024 Massachusetts residents - Letter is not applicable for 2024 New Jersey residents - Letter is not applicable for 2024 Ohio residents - Letter is not applicable for 2024 |
| Distributions subject to alternative minimum tax |
Fidelity Municipal Fund Distributions Subject to Alternative Minimum Tax (PDF) |
| U.S. government securities income | |
| 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 | |
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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. |
2023
| 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 |
Maryland residents - Letter is not applicable for 2023 Massachusetts residents - Letter is not applicable for 2023 New Jersey residents - Letter is not applicable for 2023 |
| Distributions subject to alternative minimum tax |
Fidelity Municipal Fund Distributions Subject to Alternative Minimum Tax (PDF) |
| U.S. government securities income |
2023 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 |
2022
| 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 information |
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 |
| Distributions subject to alternative minimum tax (AMT) | |
| U.S. government securities income | |
| 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 |
2021
| 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 information | |
| Distributions subject to alternative minimum tax (AMT) | |
| U.S. government securities income | |
| 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 |
2020
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 information | |
| Distributions subject to alternative minimum tax (AMT) | |
| U.S. government securities income | |
| 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 |
2019
| 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 | |
| Distributions subject to alternative minimum tax (AMT) | Fidelity Municipal Fund Distributions Subject to AMT (PDF) |
| U.S. government securities income | |
| 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 |
2018
| 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 information |
Maryland residents - Letter is not applicable for 2018 |
| Distributions subject to alternative minimum tax (AMT) | |
| 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 |
