Does anyone know:
1. Why does Fidelity does not simply report the % of Income from U.S. Government Obligations for Fidelity mutual funds (like FDLXX) on the 1099, and make you find the supplemental information via another PDF on its website?
2. Do other brokers handle this differently?
3. Is the 1099 clearer for things like SGOV or USFR? Or does one still need to track this down elsewhere?
4. I assume a 1099 for rolling t-bills is at least clear on its face. If I wanted to optimize for a clear/easy 1099, is this the best solution?
1. Why does Fidelity does not simply report the % of Income from U.S. Government Obligations for Fidelity mutual funds (like FDLXX) on the 1099, and make you find the supplemental information via another PDF on its website?
2. Do other brokers handle this differently?
3. Is the 1099 clearer for things like SGOV or USFR? Or does one still need to track this down elsewhere?
4. I assume a 1099 for rolling t-bills is at least clear on its face. If I wanted to optimize for a clear/easy 1099, is this the best solution?
Statistics: Posted by Phaedrus — Wed Oct 16, 2024 10:54 pm