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Get your taxes done using TurboTax
The income from a treasury bond held to maturity is likely not capital gain income. I suggest you contact Fidelity and ask for clarification on why it was reported as such. Also, it is common for revised 1099 forms to be issued by larger brokers like Fidelity, so they be aware of the situation and may suggest that you wait for a corrected reporting form.
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‎February 25, 2025
11:33 AM