Fidelity Tax Software Discount

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TurboTax Discount - Fidelity

(1 days ago) Software products are provided as a convenience to you, and Fidelity bears no responsibility for your use of, and output associated with, such products. The information and products made available to you are not intended to be, and should not be construed as, legal or tax advice or a legal opinion.

https://www.fidelity.com/tax-information/turbotax-discount/overview

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Tax Information: Tax Day Forms and Updates - Fidelity

(14 hours ago) Software products are provided as a convenience to you, and Fidelity bears no responsibility for your use of, and output associated with, such products. The information and products made available to you are not intended to be, and should not be construed as, legal or tax advice or a legal opinion.

https://www.fidelity.com/tax-information/overview

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PLTR | Stock Snapshot - Fidelity

(1 days ago) Closed-end funds can trade at a discount to their NAV. Shareholders of Master Limited Partnerships may be treated as partners for tax purposes. Partnerships issue a Schedule K-1 (Form 1065) rather than a Form 1099 form for tax purposes.

https://eresearch.fidelity.com/eresearch/evaluate/snapshot.jhtml?symbols=PLTR

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CMI | Stock Snapshot - Fidelity

(3 days ago) Closed-end funds can trade at a discount to their NAV. Shareholders of Master Limited Partnerships may be treated as partners for tax purposes. Partnerships issue a Schedule K-1 (Form 1065) rather than a Form 1099 form for tax purposes.

https://eresearch.fidelity.com/eresearch/evaluate/snapshot.jhtml?symbols=CMI

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FINX | ETF Snapshot - Fidelity

(2 days ago) The underlying index is designed to provide exposure to exchange-listed companies in developed markets that provide financial technology products and services, including companies involved in mobile payments, peer-to-peer (P2P) and marketplace lending, financial analytics software and alternative currencies, as defined by the index provider.

https://screener.fidelity.com/ftgw/etf/goto/snapshot/snapshot.jhtml?symbols=FINX

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What Is ERISA’s Bonding Requirement for Our 401(k) Plan?

(3 days ago) Funds Subject to the Bond Requirement. The phrase “funds or other property” of a plan (i.e., “plan funds”) includes “all property which is used or may be used as a source for the payment of benefits to plan participants,” including all plan investments.

https://tax.thomsonreuters.com/blog/what-is-erisas-bonding-requirement-for-our-401k-plan/

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The Best Fidelity Funds for 401(k) Retirement Savers ...

(2 days ago) Fidelity has seven actively managed mutual funds among the 100 largest 401(k) retirement funds, and seven target-date options. Here, we rank Fidelity's most popular 401(k) funds.

https://www.kiplinger.com/investing/mutual-funds/601594/the-best-fidelity-funds-for-401k-retirement-savers

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S-1

(1 days ago) The tax treatment of bitcoin and transactions involving bitcoin for United States federal income tax purposes may change. Under current IRS guidance, bitcoin is treated as property, not as currency, for U.S. federal income tax purposes and transactions involving payment in bitcoin in return for goods and services are treated as barter exchanges.

https://www.sec.gov/Archives/edgar/data/1852317/000119312521092598/d133565ds1.htm

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