Fidelity Investments Money Market Tax-Exempt Portfolio: 2025 tax information

Fidelity published the federal AMT percentage and state percentages for Fidelity Investments Money Market Tax-Exempt Portfolio for tax year 2025. This page shows what is on file for this mutual fund and where it was published.

Fidelity Investments Money Market Tax-Exempt Portfolio, tax year 2025
Item	Published figure	Fund company source
Federal AMT percentage	••.••%	2025 Fidelity Municipal Fund Distributions Subject to the AMT Page 2. Annual % subject to federal AMT
Exempt-interest dividends by state (54 rows)	••.••%	2025 Tax-Exempt Income from Fidelity Funds (revised) Page 2. Income by state and territory as a percentage of tax-exempt interest dividends

What's on file for this fund

Fidelity lists this fund by name without a single public ticker, so search for it by name.
The source reports this fund against 54 states and territories, with income above zero in 46 of them.

Federal AMT percentage. The share of the fund's exempt-interest dividends attributed to private activity bonds for the alternative minimum tax. It is applied to Form 1099-DIV, Box 12.
Exempt-interest dividends by state. The share of the fund's exempt-interest dividends that came from each state and territory. It is applied to Form 1099-DIV, Box 12.

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's tax-exempt letter spreads its municipal funds across several pages of state tables, and some entries cover all classes of a fund under one line instead of a single ticker. A revised version of the letter was published for 2025.

FIMM Tax-Exempt Portfolio by state

Choose the state on the return to see that state's reference for this fund.

Common questions

How much of FIMM Tax-Exempt Portfolio's exempt-interest dividends came from my client's state?

Fidelity reports this as a percentage for each state. It applies to the amount in Box 12 of Form 1099-DIV. The tax preparer decides how the result is treated on the return.

Is any of FIMM Tax-Exempt Portfolio's income subject to the federal AMT?

Fidelity publishes an AMT percentage for this fund for tax year 2025, applied to exempt-interest dividends.

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