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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting

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How to fill out fidelity mutual fund tax

01

Gather all necessary documents such as W-2 forms, 1099 statements, and any other relevant tax documents.

02

Log in to your Fidelity account and navigate to the tax center section.

03

Select the specific mutual fund account for which you need to report taxes.

04

Download or view the tax documents provided by Fidelity for that account.

05

Use the information from the tax documents to fill out the appropriate sections of your tax return form accurately.

06

Double-check all the information entered before submitting your tax return to ensure accuracy.

Who needs fidelity mutual fund tax?

01

Investors who have invested in Fidelity mutual funds and have earned dividends or capital gains from their investments.

02

Individuals who are required to report their investment income on their tax returns as per IRS regulations.

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What is fidelity mutual fund tax?

Fidelity mutual fund tax refers to the taxes imposed on income earned from Fidelity mutual funds.

Who is required to file fidelity mutual fund tax?

Investors who earn income from Fidelity mutual funds are required to file fidelity mutual fund tax.

How to fill out fidelity mutual fund tax?

Fidelity mutual fund tax can be filled out using the required tax forms provided by the IRS.

What is the purpose of fidelity mutual fund tax?

The purpose of fidelity mutual fund tax is to report and pay taxes on the income earned from investments in Fidelity mutual funds.

What information must be reported on fidelity mutual fund tax?

The information that must be reported on fidelity mutual fund tax includes income earned from Fidelity mutual funds, deductions, and any taxes withheld.

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