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Interest Income

The Interest Income page and related detail pages provide a summary of interest earned on government and corporate debt obligations and short-term certificates of deposit, as well as interest earned from cash awaiting reinvestment in a Fidelity Brokerage account.

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How is interest income reported to me?

These earnings are reported to you on tax form 1099-INT, Interest Income.

Can I use the tax information displayed on the Interest Income page for tax preparation?

The tax information reported on this page may not reflect all adjustments necessary for tax reporting purposes and may not be appropriate for use in preparing a tax return. Qualified dividend and post-May 5 capital gain income that may be taxable at the reduced rates introduced by the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JAGTRRA) may not be separately reported. You should use the official tax forms that Fidelity sends by mail for tax return preparation purposes.

What does the Detail Info for Non U.S. Treasury Bonds & Notes Interest page show?

This page provides an itemized list of the payments of interest on non U.S. Bonds and Notes for the selected account for the selected tax year. Securities are ordered by CUSIP, and the interest payments are listed in chronological order by payment date.

What does the Detail Info for U.S. Treasury Bonds & Notes Interest page show?

This page provides an itemized list of the payments of interest on U.S. Treasury Bonds and Notes Interest for the selected account for the selected tax year. This includes interest on the savings bonds, Treasury bills, Treasury bonds, and Treasury notes. Securities are ordered by CUSIP, and the interest payments are listed in chronological order by payment date.

What does the Detail Info for Federal Income Tax Withheld page show?

This page provides an itemized list of the federal income tax withheld on interest income for the selected account for the selected tax year. Securities are ordered by CUSIP, and the federal income tax withholdings are shown in chronological order by withheld date and then totalled.

Do the detail pages show all my transactions for the selected tax year?

The detail pages display a maximum of 180 individual transactions. If more than 180 transactions took place during the tax year selected, only the first 180 transactions are displayed, and the total at the bottom of the page is not displayed. However, the total of all transactions, including those not displayed on this screen, is displayed in the relevant field on the Interest Income screen (for example, the total of all individual interest payments for non U.S. Treasury Bonds and Notes is displayed in the Non U.S. Bonds & Notes field).

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