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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 by Fidelity Mutual Funds

Find the Fidelity mutual funds you held in 2014 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.

2015 Fidelity mutual funds corporate actions

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)

2014 Fidelity mutual funds corporate actions

November

Fidelity Intermediate Bond Fund, Return of Capital (PDF)

July

Fidelity Freedom 2000 Fund merger into Fidelity Freedom Income Fund (PDF)

Fidelity Freedom Index 2000 Fund merger into Fidelity Freedom Index Income Fund (PDF)

Fidelity Freedom K 2000 Fund merger into Fidelity Freedom K Income Fund (PDF)

February

Fidelity Global Bond Fund, Return of Capital (PDF)

Fidelity International Bond Fund, Return of Capital (PDF)

2013 Fidelity mutual funds corporate actions

June

Fidelity 130/30 Large Cap Fund merger into Fidelity Stock Selector All Cap Fund (PDF)

Fidelity Advisor Strategic Growth Fund merger into Fidelity Stock Selector All Cap Fund (PDF)

Fidelity Large Cap Growth Fund merger into Fidelity Stock Selector All Cap Fund (PDF)

Fidelity Tax Managed Stock Fund merger into Fidelity Stock Selector All Cap Fund (PDF)

January

Fidelity Advisor Growth Strategies Fund merger into Fidelity Advisor Stock Selector Mid Cap Fund (PDF)

Fidelity Mid Cap Growth Fund merger into Fidelity Advisor Stock Selector Mid Cap Fund (PDF)

2012 Fidelity mutual funds corporate actions

December

Fidelity Advisor Series VII: Fidelity Advisor Communications Equipment Fund — Return of Capital Distribution (PDF)

Fidelity Select Portfolios: Communications Equipment Portfolio — Return of Capital Distribution (PDF)

Variable Insurance Products IV: Emerging Markets Portfolio — Return of Capital Distribution (PDF)

October

Form 8937 for Fidelity Advisor Stock Selector All Cap merger into Fidelity Stock Selector All Cap (PDF)

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.

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