2016 Information for Nonresident Alien (NRA) Fidelity ...€¦ · 2016 Information for Nonresident Alien (NRA) Fidelity Mutual Fund Shareholders DATE NAME ADDRESS1 ADDRESS2 ... please

IMPORTANT TAX INFORMATION

2016 Information for Nonresident Alien (NRA) Fidelity Mutual Fund Shareholders

DATE NAME ADDRESS1 ADDRESS2 CITY, STATE ZIP

Dear Fidelity Investor:

As an NRA shareholder, you may be entitled to claim a refund by filing IRS Form 1040-NR for the U.S. federal income tax withheld from your mutual fund distributions that were attributable to interest-related dividends or to short-term capital gain dividends. A shareholder who is not a citizen or resident of the United States (an “NRA shareholder”) is generally exempt from U.S. federal income tax on interest-related dividends and short-term capital gain dividends declared by a U.S. mutual fund. This exemption is effective for distributions in mutual fund taxable years beginning before January 1, 2015 (extended through a provision of the American Taxpayer Relief Act of 2012). The information in this letter, together with distribution details available in your Fidelity monthly or quarterly Investment Reports, may help you determine if you are eligible for a refund of U.S. federal income tax withheld on certain distributions from your Fidelity mutual funds. Fidelity Funds account and Fidelity Portfolio Advisory Service® customers may alternatively consult their 2016 year-end Investment Report for their Fidelity mutual fund distribution details. For further information, see IRS Publication 519, U.S. Tax Guide for Aliens. Consult your tax advisor, who is most familiar with your individual tax situation, on how to use the information in this letter.

Your 2016 monthly or quarterly Investment Reports list all the distributions you received for the period covered by each Investment Report, as well as the amount withheld from each distribution. For information concerning distributions from mutual funds other than Fidelity funds you may own, please contact the appropriate fund company directly. The table on the pages that follow provides the percentage of the withholding on distributions that qualified as interest-related dividends or short-term capital gain dividends from each of your Fidelity mutual funds.

The following example shows how an NRA shareholder who owned shares of Fidelity Asset Manager® 30% during 2016 would calculate the amount of tax withheld on his or her dividends and short-term capital gains, which might be eligible for a U.S. federal income tax refund. The two types of applicable 2016 distributions are listed in the table. Aggregating all the dividend distributions the shareholder received during the year as identified in the Investment Reports, the shareholder had a total of $1,000 in taxes withheld. Similarly, the

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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. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC.

© 2017 FMR LLC. All rights reserved.

IMPORTANT TAX INFORMATION

shareholder had $50 in taxes withheld from the applicable short-term capital gain distribution. To calculate the potentially refundable portion of taxes withheld, the shareholder would multiply the amount of taxes withheld from each of the two types of distributions by the applicable percentages from the table, as illustrated below.

If you have any questions or need additional information, please call our Tax Reporting Line at 1-800-544-6666. Fidelity Representatives are available 24 hours a day, 7 days a week.

Sincerely, Fidelity Investments

Total U.S. federal income tax Percentage of tax withheld from 2016 withheld, attributable to Amount of U.S. Fidelity Asset Manager® interest-related or short- income tax withheld, Distribution 30% distributions term capital gain–related potentially eligible for type (from monthly or quarterly dividends a refund from U.S. (from table) Investment Reports) (from table) federal income tax

Dividends $1,000 X 73.65% = $736.50

S.T. Cap. Gains $50 X 0.00% = $0.00

Total potential 2016 refund for tax withholding from Fidelity Asset Manager® 30% distributions = $736.50

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Important Tax Information

Percentage of Tax Withheld on Dividends That Are Potentially Eligible for a U.S. Federal Income Tax Refund

Fund Potentially Exempt Fidelity Fund Name Number Distribution Type Percentage Withheld

Fidelity Advisor® Equity Income Fund: All Classes Various S.T. Cap. Gain 12/27/2016 52.90%

Fidelity Advisor Freedom® 2025 Fund: Class T 1302 S.T. Cap. Gain 12/28/2016 14.44%

Fidelity Advisor® High Income Advantage Fund: Class I 0218 Dividend 74.12%

Fidelity Advisor® High Income Fund: Class I 0374 Dividend 73.20%

Fidelity Advisor® Strategic Income Fund: Class I 0638 Dividend 62.81%

Fidelity Asset Manager® 20%: Retail Class 0328 Dividend 81.75%

Fidelity Asset Manager® 20%: Retail Class 0328 S.T. Cap. Gain 12/23/2016 4.84%













Fidelity® Balanced Fund 0304 Dividend 45.20%

Fidelity® Balanced Fund 0304 S.T. Cap. Gain 12/09/2016 87.45%

Fidelity® Blue Chip Growth Fund 0312 S.T. Cap. Gain 12/09/2016 100.00%

Fidelity® Canada Fund 0309 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Capital & Income Fund 0038 Dividend 77.42%

Fidelity® China Region Fund 0352 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Conservative Income Bond Fund: Institutional Class 2267 Dividend 58.53%

Fidelity® Conservative Income Bond Fund: Institutional Class 2267 S.T. Cap. Gain 10/14/2016 78.42%

Fidelity® Convertible Securities Fund 0308 Dividend 45.34%

Fidelity® Convertible Securities Fund 0308 S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® Corporate Bond Fund 2208 Dividend 78.46%

Fidelity® Diversified International Fund: Retail & Institutional Classes Various S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Emerging Asia Fund: Retail & Institutional Classes Various S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Emerging Markets Discovery Fund 2374 S.T. Cap. Gain 12/16/2016 0.00%

Fidelity® Equity Dividend Income Fund 0319 S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® Equity-Income Fund 0023 S.T. Cap. Gain 03/11/2016 100.00%

Fidelity® Equity-Income Fund 0023 S.T. Cap. Gain 12/09/2016 100.00%

Fidelity® Europe Fund 0301 S.T. Cap. Gain 12/16/2016 0.00%

Fidelity® Event Driven Opportunities Fund 2624 S.T. Cap. Gain 12/02/2016 100.00%

Fidelity® Export and Multinational Fund 0332 S.T. Cap. Gain 12/02/2016 100.00%

Fidelity® Extended Market Index Fund: Investor & Premium Classes Various S.T. Cap. Gain 12/16/2016 100.00%

Fidelity Freedom® 2005 Fund 1312 S.T. Cap. Gain 12/28/2016 0.00%



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Fidelity Freedom® Income Fund 0369 S.T. Cap. Gain 12/28/2016 0.00%

Fidelity Freedom® Index 2045 Fund: Investor Class 2240 S.T. Cap. Gain 12/28/2016 0.00%

Fidelity Freedom® Index 2050 Fund: Investor Class 2241 S.T. Cap. Gain 12/28/2016 0.00%

Fidelity® Floating Rate High Income Fund: Retail & Institutional Classes Various Dividend 88.56%

Fidelity® Focused High Income Fund 1366 Dividend 72.30%

Fidelity® Focused Stock Fund 0333 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Four-in-One Index Fund 0355 S.T. Cap. Gain 0.00%

Fidelity® Global Commodity Stock Fund 2120 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Global ex U.S. Index Fund: Investor & Premium Classes Various S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Global High Income Fund: Retail Class 2297 Dividend 58.38%

Fidelity® Global Strategies Fund 1960 S.T. Cap. Gain 07/15/2016 0.00%

Fidelity® Global Strategies Fund 1960 S.T. Cap. Gain 12/28/2016 60.51%

Fidelity® GNMA Fund 0015 Dividend 98.33%

Fidelity® GNMA Fund 0015 S.T. Cap. Gain 09/16/2016 46.70%

Fidelity® GNMA Fund 0015 S.T. Cap. Gain 12/02/2016 98.30%

Fidelity® Government Cash Reserves 0055 Dividend 97.86%

Fidelity® Government Income Fund 0054 Dividend 97.45%

Fidelity® Government Income Fund 0054 S.T. Cap. Gain 10/14/2016 82.05%

Fidelity® Government Income Fund 0054 S.T. Cap. Gain 12/09/2016 97.55%

Fidelity® Government Money Market Fund: Daily Money, Premium, & Retail Classes Various Dividend 100.00%

Fidelity® Growth Strategies Fund 0324 S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® High Income Fund 0455 Dividend 74.29%

Fidelity® Income Replacement 2040 Fund: Retail Class 2009 S.T. Cap. Gain 12/16/2016 0.00%

Fidelity® Independence Fund 0073 S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® Inflation-Protected Bond Fund 1104 Dividend 100.00%

Fidelity® Inflation-Protected Bond Fund 1104 S.T. Cap. Gain 12/23/2016 100.00%

Fidelity® Inflation-Protected Bond Index Fund: Investor Class 2415 Dividend 100.00%

Fidelity® Inflation-Protected Bond Index Fund: Investor Class 2415 S.T. Cap. Gain 02/12/2016 100.00%

Fidelity® Inflation-Protected Bond Index Fund: Investor Class 2415 S.T. Cap. Gain 12/23/2016 100.00%

Fidelity® Intermediate Bond Fund 0032 Dividend 85.95%

Fidelity® Intermediate Government Income Fund 0452 Dividend 91.32%

Fidelity® Intermediate Government Income Fund 0452 S.T. Cap. Gain 10/14/2016 100.00%

Fidelity® Intermediate Government Income Fund 0452 S.T. Cap. Gain 12/02/2016 96.65%

Fidelity® Intermediate Treasury Bond Index Fund: Investor & Premium Classes Various Dividend 100.00%

Fidelity® International Bond Fund: Retail Class 2428 Dividend 2.63%


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Fidelity® International Discovery Fund: Retail & Institutional Classes Various S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® International Index Fund: Investor & Premium Classes Various S.T. Cap. Gain 12/16/2016 0.00%

Fidelity® International Real Estate Fund 1368 S.T. Cap. Gain 09/16/2016 0.00%

Fidelity® International Small Cap Fund 1135 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® International Small Cap Opportunities Fund 1504 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® International Value Fund 1597 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Investment Grade Bond Fund 0026 Dividend 87.34%

Fidelity® Investments Money Market Government Portfolio: Institutional Class 0057 Dividend 100.00%

Fidelity® Investments Money Market Money Market Portfolio: Class I & Institutional Class Various Dividend 91.39%

Fidelity® Investments Money Market Prime Money Market Portfolio: Institutional Class 0690 Dividend 91.38%

Fidelity® Investments Money Market Treasury Only Portfolio: Class I & Institutional Class Various Dividend 100.00%

Fidelity® Japan Fund 0350 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Japan Smaller Companies Fund 0360 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Large Cap Stock Fund 0338 S.T. Cap. Gain 12/02/2016 100.00%

Fidelity® Limited Term Bond Fund: Retail & Institutional Various Dividend 82.48%

Fidelity® Limited Term Government Fund 0662 Dividend 98.05%

Fidelity® Limited Term Government Fund 0662 S.T. Cap. Gain 12/27/2016 100.00%

Fidelity® Long-Term Treasury Bond Index Fund: Investor & Premium Classes Various Dividend 100.00%

Fidelity® Low-Priced Stock Fund 0256 S.T. Cap. Gain 12/09/2016 100.00%

Fidelity® Mid Cap Index Fund: Premium Class 2349 S.T. Cap. Gain 12/30/2016 39.39%

Fidelity® Mid-Cap Stock Fund 0337 S.T. Cap. Gain 12/09/2016 100.00%

Fidelity® Money Market Fund: Premium & Retail Classes Various Dividend 86.04%

Fidelity® Mortgage Securities Fund 0040 Dividend 93.31%

Fidelity® Nasdaq Composite Index® Fund 1282 S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® New Millennium Fund 0300 S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® Nordic Fund 0342 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® OTC Portfolio 0093 S.T. Cap. Gain 12/09/2016 100.00%

Fidelity® Overseas Fund: All Classes Various S.T. Cap. Gain 12/16/2016 0.00%

Fidelity® Pacific Basin Fund 0302 S.T. Cap. Gain 12/16/2016 83.61%

Fidelity® Puritan® Fund 0004 Dividend 40.99%

Fidelity® Puritan® Fund 0004 S.T. Cap. Gain 10/14/2016 0.00%

Fidelity® Puritan® Fund 0004 S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® SAI Emerging Markets Index Fund 2809 S.T. Cap. Gain 12/16/2016 96.69%

Fidelity® SAI International Index Fund 2808 S.T. Cap. Gain 12/16/2016 71.04%

Fidelity® Short Duration High Income Fund 2580 Dividend 73.62%

Fidelity® Short-Term Bond Fund 0450 Dividend 83.42%

Fidelity® Short-Term Treasury Bond Index Fund: Investor & Premium Classes Various Dividend 100.00%

Fidelity® Short-Term Treasury Bond Index Fund: Investor & Premium Classes Various S.T. Cap. Gain 12/02/2016 96.77%

Fidelity® Small Cap Index Fund: Investor & Premium Classes Various S.T. Cap. Gain 06/10/2016 100.00%

Fidelity® Stock Selector All Cap Fund 0320 S.T. Cap. Gain 12/09/2016 0.00%


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Fidelity® Stock Selector Mid Cap Fund: Retail & Institutional Classes Various S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® Strategic Dividend & Income® Fund 1329 S.T. Cap. Gain 12/27/2016 0.00%

Fidelity® Strategic Income Fund 0368 Dividend 62.74%

Fidelity® Strategic Real Return Fund 1505 Dividend 86.53%

Fidelity® Strategic Real Return Fund 1505 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Total Bond Fund 1158 Dividend 79.78%

Fidelity® Total Bond Fund 1158 S.T. Cap. Gain 10/14/2016 70.31%

Fidelity® Total Bond Fund 1158 S.T. Cap. Gain 12/09/2016 52.12%

Fidelity® Total Emerging Markets Fund 2369 S.T. Cap. Gain 12/16/2016 0.00%

Fidelity® Total Market Index Fund: Investor Class & Premium Classes Various S.T. Cap. Gain 12/16/2016 100.00%

Fidelity® Treasury Money Market Fund: Capital Reserves Class, Daily Money, & Retail Classes Various Dividend 100.00%

Fidelity® Treasury Only Money Market Fund 0415 Dividend 100.00%

Fidelity® U.S. Bond Index Fund: Investor Class & Premium Classes Various S.T. Cap. Gain 12/02/2016 45.65%

Fidelity® U.S. Bond Index Fund: Investor Class & Premium Classes Various Dividend 89.88%

Fidelity® Value Discovery Fund 1173 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Value Fund 0039 S.T. Cap. Gain 12/09/2016 0.00%

Fidelity® Worldwide Fund 0318 S.T. Cap. Gain 12/09/2016 0.00%

Select Brokerage and Investment Management Portfolio 0068 S.T. Cap. Gain 12/16/2016 0.00%

Select Chemicals Portfolio 0069 S.T. Cap. Gain 12/16/2016 100.00%

Select Computers Portfolio 0007 S.T. Cap. Gain 04/15/2016 0.00%

Select Consumer Staples Portfolio 0009 S.T. Cap. Gain 12/16/2016 100.00%

Select Defense and Aerospace Portfolio 0067 S.T. Cap. Gain 12/16/2016 100.00%

Select Energy Portfolio 0060 S.T. Cap. Gain 04/08/2016 0.00%

Select Gold Portfolio 0141 S.T. Cap. Gain 04/15/2016 0.00%

Select Gold Portfolio 0141 S.T. Cap. Gain 12/16/2016 0.00%

Select Industrial Equipment Portfolio 0510 S.T. Cap. Gain 12/16/2016 100.00%

Select Medical Equipment and Systems Portfolio 0354 S.T. Cap. Gain 12/16/2016 100.00%

Select Multimedia Portfolio 0503 S.T. Cap. Gain 12/16/2016 0.00%

Select Natural Gas Portfolio 0513 S.T. Cap. Gain 04/08/2016 0.00%

Select Natural Resources Portfolio 0514 S.T. Cap. Gain 04/08/2016 0.00%

Select Semiconductors Portfolio 0008 S.T. Cap. Gain 12/02/2016 99.38%

Select Software and IT Services Portfolio 0028 S.T. Cap. Gain 12/16/2016 100.00%

Select Technology Portfolio 0064 S.T. Cap. Gain 12/02/2016 45.31%

Select Telecommunications Portfolio 0096 S.T. Cap. Gain 12/16/2016 99.75%

Select Utilities Portfolio 0065 S.T. Cap. Gain 04/08/2016 0.00%

Strategic Advisers® Core Fund 2293 S.T. Cap. Gain 12/28/2016 100.00%

Strategic Advisers® Core Income Fund 1976 S.T. Cap. Gain 04/15/2016 0.00%

Strategic Advisers® Core Income Fund 1976 S.T. Cap. Gain 12/28/2016 0.00%

Strategic Advisers® Emerging Markets Fund 2261 S.T. Cap. Gain 12/28/2016 0.00%

Strategic Advisers® International Fund 1557 S.T. Cap. Gain 12/28/2016 0.00%

Strategic Advisers® International II Fund 1848 S.T. Cap. Gain 12/28/2016 0.00%

Strategic Advisers® Small-Mid Cap Fund 1212 S.T. Cap. Gain 12/28/2016 0.00%

Documents

2016 Information for Nonresident Alien (NRA) Fidelity ...€¦ · 2016 Information for Nonresident Alien (NRA) Fidelity Mutual Fund Shareholders DATE NAME ADDRESS1 ADDRESS2 ... please