Audrey, do you own any funds which included non-dividend distributions as part of their overall distributions? My (snake-bit) friend has a few of these which are non-Fidelity but are held within his Fidelity brokerage account. In trying to predict his income so I can figure out how much of his RMD to withhold for taxes, I have tangled with trying to guess how much of these dividends are non-dividend distributions (i.e. Return of Capital; not taxable). I have found annual reports which show the amount of RoC by year, per share, which have been helpful. We'll see how good my detective work pans out soon.