I finally called Fidelity and talked to a person who looked at the report I was using only to discover Fidelity had sent me only half of the report, with the info I needed on the last pages. You're response is what made me realize something was wrong with the report I was looking at and seek an answer from Fidelity. When the Fidelity agent told me to 'look at page 40', and I had only a total of 20 pages, we both realized I did not have the info I needed. In the past I used a CPA to prepare my taxes so I never examined the documents I received so much as gather them in a folder and present all my tax items to the CPA. He did the dirty work. and I accepted what he prepared. Last year (2019 tax year), I decided it was time to doing my own tax returns. Foreign tax paid was an issue but some how I forced that return through Turbo Tax. I'm waiting to hear from the IRS but so far, no phone calls. But at this point, I know where all the numbers come from, where they go and can and can defend every line in my current return. I expect that to be the case going forward.
You stated very simply what I should be looking for and it was not there. That was the impetus to go back to Fidelity and find out why the answer was not in that report.
