Funds Tax Information for income tax returns

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Your year-to-date activity can be used to view transactions from the start of the year to the current date that may have created a tax impact. Fidelity believes glide path, performance, and price are the most important criteria to consider when evaluating target date providers. Learn how Fidelity target date strategies stack up against the competition in these key areas. Learn the basics of financial literacy with tips from H&R Block. You’ll learn more about budgeting, saving, investing and financial planning.

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tax information

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Currently, the long-term capital gains tax rate depends on the investor’s modified adjusted gross income and taxable income. See when all of your 2022 tax forms will be available for your review.

File Form D-40, Schedules and Standalone Schedule H Tax Return

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BATON ROUGE – The Louisiana Department of Revenue will begin accepting 2022 state individual income tax returns on Monday, Jan. 23, 2023. The date coincides with the date the IRS begins accepting federal income tax returns. Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results.

Below is a list of items or documents commonly used in the preparation of tax returns. The taxpayer must bring all documents necessary to file their return; tax returns cannot be prepared without required supporting documents. Please bring copies; the tax center will not make copies of your documents. This is an optional tax refund-related loan from Pathward, N.A.; it is not your tax refund. Loans are offered in amounts of $250, $500, $750, $1,250 or $3,500. Approval and loan amount based on expected refund amount, eligibility criteria, and underwriting. If approved, funds will be loaded on a prepaid card and the loan amount will be deducted from your tax refund, reducing the amount paid directly to you.

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• Carefully consider the Funds’ investment objectives, risk factors, and charges and expenses before investing.
• Before sharing sensitive information, make sure you’re on a state government site.
• The office, closed in 2012 due to state budget cuts, will re-open on Monday, Dec. 19, 2022.
• If you had any U.S. source income in 2022, the tax deadline for 2022 Federal IRS Tax Returns and California State Tax Returns is April 18, 2023.
• Tax laws and regulations are complex and subject to change, which can materially impact investment results.
• Find answers to common questions here.
• Sprintax also offers a chat function and will offer webinars throughout the tax season (February-April).

This may include debt instruments, exchange-traded funds, mutual funds, and unit investment trusts. As always, Baird will send tax documents as soon as year-end tax information adjustments have been processed. Baird processes Consolidated 1099 (1099-DIV, 1099-INT, 1099-OID, 1099-B and 1099-MISC) for reportable (i.e., taxable) accounts in three waves to reduce the need to send corrected tax documents. A message on the cover page of the Consolidated 1099 may indicate that an account in your household will receive a Consolidated 1099 in a later wave. You may want to wait to file your income tax return until all Consolidated 1099s have been received. Regardless of how you choose to complete your tax forms, you should keep copies of all your tax returns.

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• Affected taxpayers, with a valid extension, affected by Hurricane Ian now have until February 15, 2023 to file their return.
• Keep in mind that investing involves risk.
• Explore our guides to get the tax help you need to file confidently every year.
• ETFs generate relatively little in the way of taxable capital gains compared to traditional mutual funds because they do not frequently buy and sell underlying assets.
• Data is provided for tax planning purposes and estimates are subject to change.