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Get your taxes done using TurboTax
Ran into this at the AARP/TCE volunteer tax preparation site I help out at and I must respectfully disagree. From Fidelity's 2018 Tax Reporting Statement:
"Tax reporting information is supplied to you by each mutual fund as a separate entity. The IRS requires Fidelity to report each mutual fund separately and not to include an aggregate total of all funds. Report these amounts on the appropriate IRS Form 1040 for each mutual fund. Do not report amounts in aggregate under Fidelity Investments."
"Tax reporting information is supplied to you by each mutual fund as a separate entity. The IRS requires Fidelity to report each mutual fund separately and not to include an aggregate total of all funds. Report these amounts on the appropriate IRS Form 1040 for each mutual fund. Do not report amounts in aggregate under Fidelity Investments."
‎June 6, 2019
3:18 AM