Fidelity funds 2020 year end distributions

    • [PDF File]Future Developments What's New - IRS tax forms

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      of community funds are divided equally. Generally, each of you should include half the expenses. If medical expen-ses are paid out of the separate funds of one individual, only the individual who paid the medical expenses can in-clude them. If you live in a community property state and aren't filing a joint return, see Pub. 555, Community Prop ...


    • [PDF File]Your Guide to Understanding Your Program

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      ordinary income in the year they are issued and may be subject to early distribution penalties if they are taken before age 59½. For more information about the tax treatment and potential penalties of plan distributions, refer to the DC Plan Summary Plan Description on myUCretirement.com or call Fidelity Retirement Services at 1-866-682-7787 ...


    • [PDF File]Automatic Withdrawals - Fidelity Investments

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      or rolled over to the above IRAs last year, but were not included in last year’s 12/31 market value as reported by Fidelity: Amount $ Reduce this year’s automatic distribution amount by the amount of the distributions already made this year, as indicated below: Amount $ Additional Distribution Amount . …


    • [PDF File]Plan Sponsor’s Guide to Annual ... - Fidelity Investments

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      dates selected (i.e. for date range 1/1/2020 -12/31/2020 a participant would need to have a balance > 0 on either 1/1/2020 OR 12/31/2020. A participant who originated a loan after 1/1/2020 and paid off the loan (0 balance) before 12/31/2020 would not be included in the report)


    • Fund Fidelity Government Money Market Fund /Ticker ...

      Year-to-Date Return 0.00% March 31, 2021 Average Annual Returns For the periods ended December 31, 2020 Past 1 year Past 5 years Past 10 years Fidelity® Government Money Market Fund 0.26% 0.82% 0.42% Investment Adviser Fidelity Management & Research Company LLC (FMR) (the Adviser) is the fund’s manager. Other investment


    • [PDF File]Understanding Contribution Reporting for Your Health ...

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      for information on how to report distributions and rollovers. This amount is not included in lines 2 or 3. Line 5: Shows the fair market value of your Fidelity HSA at the end of 2020. Please refer to your online Transaction History on Fidelity.com for your 12/31/20 fair market value. Line 6: Shows the type of account that is reported on Form ...


    • [PDF File]2020 Sch H - DOL

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      Current value of plan assets and liabilities at the beginning and end of the plan year. Combine the value of plan assets heldin more than one trust. Report the value of the plan’s interest in a commingled fund containing the assets of more than one plan on a line-by-line basis unless the value is reportable on lines 1c(9) through 1c(14).


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