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Fidelity Mutual Fund Tax Information

Fidelity provides this tax information about our mutual funds for your reference, including state tax-exempt income data, as well as information on international funds and corporate actions.

Year-end distributions

Find the Fidelity mutual funds you held in 2013 in these charts of year-end distribution information.

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.

Additional resources

Mutual Funds and Taxes
Learn more about how owning shares in mutual funds may affect your federal income tax return.

More information

  • Direct deposit your refund

    Get instructions for having your tax refund sent directly to your Fidelity account.

  • GlobeTax lock_green

    Foreign withholding tax recovery services for owners of international securities

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.