To be clear, I do see YTD "Income Summary" on my statement. But that section is not broken down by individual securities, so it includes both California-taxable and nontaxable amounts. This is not useful for tax purposes. The "Dividends, Interest & Other Income" section of the statement is broken down in a useful way, but there are no YTD totals.
The "Tax Info YTD" page on the website shows all of this information beautifully for each of my standard brokerage accounts, but as I mentioned that page is blocked for HSAs. Unblock it please, Fidelity.
The "Tax Info YTD" page on the website shows all of this information beautifully for each of my standard brokerage accounts, but as I mentioned that page is blocked for HSAs. Unblock it please, Fidelity.
Statistics: Posted by ssel — Sat Oct 19, 2024 8:26 pm