Fund Tax Pro
Fidelity Advisor Managed Retirement 2025 Fund: 2025 tax information
Fidelity published the foreign-source income percentage and U.S. government obligation percentage for Fidelity Advisor Managed Retirement 2025 Fund for tax year 2025. This page shows what is on file for this mutual fund and where it was published.
| Item | Published figure | Fund company source |
|---|---|---|
| Foreign-source income | ••.••% | Foreign Tax 2025 Page 8. Foreign Source Income % (Individual) |
| U.S. government obligation income | ••.••% | 2025 Percentage of Income Earned on U.S. Government Securities Page 6. Percentage of income earned on U.S. government securities |
What's on file for this fund
- Fidelity lists this fund by name without a single public ticker, so search for it by name.
- CUSIPs on file: 31617L822, 31617L855.
- Foreign-source income. The share of the fund's income from foreign sources, used with the foreign tax credit. It is applied to Form 1099-DIV, Box 1a.
- U.S. government obligation income. The share of the fund's ordinary dividends that came from U.S. government obligations. It is applied to Form 1099-DIV, Box 1a.
How Fidelity reports this
Fidelity publishes supplemental letters for tax-exempt income, U.S. government securities and AMT, plus a separate foreign tax table.
Fidelity marks some funds in its U.S. government securities letter with an asterisk tied to a footnote about minimum investment requirements.
Common questions
Does Fidelity Advisor Managed Retirement 2025 report income from U.S. government obligations?
Yes. Fidelity reports one percentage for this fund for tax year 2025, and it is the same whichever state the return is for. It applies to ordinary dividends in Box 1a of Form 1099-DIV.
What foreign-source income did Fidelity Advisor Managed Retirement 2025 report?
Fidelity publishes a foreign-source income percentage for this fund for tax year 2025, which is used with the foreign tax credit.