Get Tax Reporting - Fidelity

Completing the Tax Reporting - Fidelity form is an essential step for shareholders to accurately report foreign taxes paid on income from foreign investments. This guide provides clear instructions for filling out the form online, ensuring users can easily navigate each section and complete their tax reporting with confidence.

Follow the steps to successfully complete your Tax Reporting - Fidelity form.

1. Press the ‘Get Form’ button to obtain the Tax Reporting - Fidelity form and open it in your designated editor.
2. Begin by entering your personal information, which includes your name, address, and the date at the top of the form.
3. Locate the section that outlines the foreign tax paid for each relevant fund. This information is crucial as it determines your eligibility for tax credits.
4. Take note of the Total Ordinary Dividends reported in your Informational Tax Reporting Statement. This figure is necessary for calculating your foreign source income.
5. Use the Foreign Source Income Percentage provided in your documentation to calculate your share of foreign source income from each fund.
6. If applicable, check the eligibility criteria regarding the holding period of your shares to ensure you can claim the foreign tax credit.
7. Review all entries for accuracy and completeness. Ensure all necessary figures are included and correct.
8. Once completed, you can save changes to the form, download it, print it, or share it as needed.

Start filling out your Tax Reporting - Fidelity form online today to ensure accurate tax reporting.