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Get your taxes done using TurboTax
It sounds like you have funds held directly by the mutual fund company (Fidelity) as opposed to owning funds in a brokerage account. When your funds are held at the fund company, each fund has to be reported separately. Each of them should have their own Tax ID #. If this is the case, you will have to enter each one as a separate Form 1099-DIV or 1099-INT, if there is any interest paid.
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March 18, 2025
1:28 PM