Fidelity Fund-Specific Tax Information

To help you prepare your federal and state income tax returns, Fidelity provides information about tax–exempt income generated by Fidelity funds and other tax-related Fidelity fund information. This information is posted to this page as it becomes available during the months of January and February of 2009.

State Tax–Exempt Income Information

Customer Description Fidelity Fund Data

Investors With Certain Fidelity Municipal Funds That Are Not State–Specific

 

 

Investors needing Alternative Minimum Tax (AMT) Percentages for certain Fidelity Municipal Funds

Investors With Certain Fidelity Funds Investing in U.S. Government Securities
(Updated on 2/26/09)

Percentage of U.S. Government Securities

Connecticut Residents
(Updated on 2/13/09)
Maryland Residents
Massachusetts Residents

  • There were no reportable gains from Fidelity mutual funds that qualify for exemption from Massachusetts state income tax.

New Jersey Residents
Ohio Residents
Utah Residents

Additional Tax-Related Information for Fidelity Funds

Corporate Dividends–Received Deduction
Investors with Fidelity Congress Street Fund
Investors with Certain Fidelity International Funds
Rhode Island Residents

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The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Fidelity does not provide legal or tax advice. Fidelity cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws which may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre– and/or after–tax investment results. Fidelity makes no warranties with regard to such information or results obtained by its use. Fidelity disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.


Before using the Fidelity Tax Center, review important legal information and terms of use applicable to products, services, and/or information provided by, or accessed through, the Tax Center by the following companies:

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