Does Fidelity charges fee to file a 990-T for MLPs?

Here’s a summary of the main issue and the solutions discussed in the conversation:

  • Main Problem: The user, Luke, asked if Fidelity charges a fee for filing a 990-T when investing in MLPs within a Roth IRA, particularly if the gains are under $1,000.
  • Solution: Fidelity responded that they do not charge a fee for processing the 990-T filing.
Here’s the full thread
luke
01/07/2024 at 07:59:26 PST
Does Fidelity charges fee to file a 990-T when investing in MLPs in a Roth IRA even if the amount gained is less than $1,000?
FidelityLinsey
01/08/2024 at 07:07:52 PST
Hi there, @luke. We do not charge a fee to process the 990-T filing. If there is anything we can clarify or if additional questions pop up, please don’t hesitate to ask! We’re always happy to help. 🟢
luke
01/08/2024 at 10:12:02 PST
Great thanks!
FidelityLinsey
01/08/2024 at 15:06:21 PST
You’re welcome! Have a great day. 🟢

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