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Understanding Your Fidelity 2011 1099-R Distribution Information

Fidelity is committed to providing detailed information so that you can complete your income tax returns and manage your retirement savings accounts. Every year we send you Form 1099-R if you took any distributions from your retirement plan, IRA, annuity, pension, insurance contract, etc.

Understanding Your Tax Form

2011 Form 1099-R

Sample statements shown are for illustrative purposes only. Certain categories of transactions many not pertain to your account. We suggest that you consult your tax advisor about the use of this information in preparing your income tax returns.

Frequently Asked Questions

Information provided is general and educational in nature and is based on federal tax laws, regulations, and interpretive guidance as in effect on December 13, 2011. It is not intended to be, and should not be construed as, legal or tax advice. Fidelity does not provide legal or tax advice. Laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of this information. Consult an attorney or tax advisor regarding your specific legal or tax situation.

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