Help Glossary
Help Contents > View > Tax Info (Year-To-Date)

Miscellaneous Income

The Miscellaneous Income page summarizes income from miscellaneous sources such as royalty payments from grantor trusts investments, and shows the amount of federal income tax that has been withheld and reported on that income for the selected account for the selected year.

Related Help Topics

How is miscellaneous income reported to me?

Miscellaneous income and the federal income tax that has been withheld are reported to you on tax form 1099-MISC, Miscellaneous.

Can I use the tax information displayed on the Miscellaneous 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.

Related Help Topics