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Fidelity Tax Free By State

  • 12 states that won't tax your retirement income

    Social Security benefits: Mississippi won't tax your Social Security benefits. Income tax range: For the 2022 tax year, Mississippi's lowest tax rate is 4% (on taxable income from $5,001 to $10,000), and its top rate is 5% (on taxable income of more than $10,000). Starting in 2023, there's no tax on the first $10,000 of taxable income (just the
    https://www.fidelity.com/insights/retirement/tax-free-re...

  • 2019 Tax-Exempt Income from Fidelity Funds - Fidelity Investments

    2019 Tax-Exempt Income from Fidelity Funds Information for state tax reporting This information may help you prepare your state income tax return. If you owned shares of any of the Fidelity funds listed in the table on the following pages of this letter during 2019, a portion of the
    https://www.fidelity.com/bin-public/060_www_fidelity_com...

  • Fidelity Tax-Free Bond Fund (FTABX) - Fidelity Investments

    L Fidelity Tax-Free Bond Fund is a diversified national municipal bond strategy investing in general obligation and revenue-backed municipal securities across the yield curve. l Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each security.
    https://fundresearch.fidelity.com/mutual-funds/fundfacts...


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  • Tax Information Center 2020 - Fund - Fidelity Investments

    Fidelity Fund Data and Rates Tables. Click on the name of the Fidelity fund data that you wish to view. Information will be posted in January and February of 2022 as data becomes available. The links on this page are updated as information is made available. If the rate table provides information for the prior tax year, the information is
    https://institutional.fidelity.com/app/item/RD_13569_150...

  • FTABX - Fidelity Tax-Free Bond Fund Fidelity Investments

    TEYs do not reflect tax credits, exemptions, limits on itemized deductions (except as described in the subsequent sentence), or federal andor state alternative minimum taxes. For state-specific funds, TEYs also assume investors are state residents and would not be able to take an itemized deduction on their federal returns for state taxes on
    https://fundresearch.fidelity.com/mutual-funds/performan...

  • Best Fidelity Funds to Keep Taxes Low - The Balance

    Fidelity Tax-Free Bond (FTABX) FTABX holds municipal bonds that are exempt from federal income tax. Most of the holdings are bonds issued by state and city governments in the U.S. Municipal bonds often offer lower yields than other bonds. The tax-free status can produce a tax-effective yield that can beat other bonds.
    https://www.thebalance.com/best-low-tax-fidelity-funds-4...



  • Updated in February 2021, to include - Fidelity Investments

    Exempt from your state andor local income tax for the state-specific funds in the StateLocal Tax- Exempt Income from Fidelity Funds section of your 2020 Tax Reporting Statement. You will need to calculate the portion of tax-exempt interest dividend income that may be exempt from your state
    https://www.fidelity.com/bin-public/060_www_fidelity_com...

  • FTABX - Fidelity Tax-Free Bond Fund Fidelity Investments

    Fidelity Tax-Free Bond Fund: Investment Approach. Fidelity Tax-Free Bond Fund is a diversified national municipal bond strategy investing in general obligation and revenue-backed municipal securities across the yield curve. Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the
    https://fundresearch.fidelity.com/mutual-funds/analysis/...

  • FMOXX - Fidelity Tax-Exempt Money Market Fund Fidelity

    Money Market-Tax-Free. 0.10%. 0.32%. 0.58%. 0.33%. --. After Taxes on Distributions. After Taxes on Distributions. Return After Taxes on Distributions are calculated using the historical maximum federal individual marginal income tax rates associated with fund distributions and assume that an investor continued to hold the shares.
    https://fundresearch.fidelity.com/mutual-funds/summary/6...


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  • FCTFX - Fidelity California Municipal Income Fund

    Actual after-tax returns depend on your tax situation and are not relevant if you hold shares through tax-deferred arrangements such as IRAs or 401 (k) plans. Close tooltip. Fidelity California Municipal Income Fund. -8.93%. -0.63%. 1.19%. 2.50%.
    https://fundresearch.fidelity.com/mutual-funds/summary/3...

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