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IMPORTANT TAX INFORMATION DATE NAME ADDRESS1 ADDRESS2 CITY, STATE ZIP 2009: Important Information for Individuals about Foreign Tax Paid The Fidelity funds listed below paid taxes outside the United

These funds are not required to report the amount of foreign tax paid on their tax returns. Individual Taxpayers You are a U.S. taxpayer and one of the following holds equity in Fidelity Investments: A U.S. person (individual) or a U.S. partnership, trust, or corporation organized in Delaware. A foreign person or partnership (foreign person) holding equity in Fidelity Investments. NOTE: The rules change if you are a shareholder in one or more of these funds. You may wish to obtain the Form 1099-X that you should receive from the foreign country (or other taxing authority) for your share of the foreign taxes paid. Investor Taxpayers If you hold equity in Fidelity Investments through a foreign person or partnership, you normally will be considered an investor, not a U.S. taxpayer, for U.S. tax purposes. You do not have to include your share of the taxes paid on the income from foreign investments made in your name if you meet either of the following conditions: You are a U.S. shareholder through a foreign person or partnership. Fidelity does not maintain a list of foreign persons or partnerships you are required to report. If you are a U.S. shareholder through a foreign person or partnership, and you have reported such income for 2009, your tax home that year is the country where you are a U.S. taxpayer. You hold an interest in Fidelity Investments through a foreign person that is not a U.S. person. You may wish to discuss your U.S. tax position with your accountant. Individual Taxpayers If you own a majority of your equity in a Fidelity Investments investment through a foreign person and other shares (including unallocated funds held in a separate account) are held in the account of your spouse or dependent child, you will be considered an individual taxpayer. See Individual Investment Income, later. Investors and Trustees Investors and Trustees of Fidelity Funds who are foreign persons or foreign financial institutions are subject to special tax rules that are described below. Individual Investors who are Foreign Persons If you are one of the individuals listed on this list, and you hold Fidelity Investments through a foreign person, you may be able to claim a credit or a deduction on your 2009 federal income tax return for any foreign tax paid on the income from your investment.

For pdfFiller’s FAQs

What is fidelity important foreign tax?

Fidelity important foreign tax refers to the tax paid on income earned from foreign sources when holding a fidelity account or investment. This includes dividends, interest, and capital gains from international investments.

Who is required to file fidelity important foreign tax?

Individuals or entities who hold fidelity accounts or investments and earn income from foreign sources are required to file fidelity important foreign tax. This includes U.S. citizens, resident aliens, and certain nonresident aliens.

How to fill out fidelity important foreign tax?

To fill out fidelity important foreign tax, you will need to gather the necessary information such as fidelity account statements, investment income from foreign sources, and any applicable tax forms. Consult a tax professional or use tax software to accurately complete the necessary forms, such as Form 8938 or Form 8621.

What is the purpose of fidelity important foreign tax?

The purpose of fidelity important foreign tax is to ensure that individuals and entities accurately report and pay taxes on income earned from foreign sources held in fidelity accounts or investments. It helps maintain tax compliance and prevent tax evasion.

What information must be reported on fidelity important foreign tax?

On fidelity important foreign tax forms, you will typically need to report information such as the value of your fidelity accounts, investment income from foreign sources, and any relevant tax calculations or elections. The specific information required may vary depending on the applicable forms.

When is the deadline to file fidelity important foreign tax in 2023?

The deadline to file fidelity important foreign tax in 2023 is typically April 15th for individual taxpayers. However, it is recommended to check with the IRS or a tax professional for the most current and accurate deadline information.

What is the penalty for the late filing of fidelity important foreign tax?

The penalty for the late filing of fidelity important foreign tax can vary depending on various factors, such as the amount of tax owed and the reason for the delay. It is best to consult the IRS guidelines or seek professional tax advice to understand the specific penalties and potential consequences.

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