Find tax forms and fund specific tax information here.
If you have an IRA, mutual fund, 401(k), or an UGMA/UTMA account, you’ll receive Forms 1099-DIV, 1099-B, 1099-R, and other tax forms in late January or early February. These forms contain information about dividends, interest, foreign taxes, capital gains, and more.

Knowing what to look for on these fund tax forms can make tax preparation easier. So can learning more about fund-specific tax information and IRS reporting requirements.

All investments are subject to market risk, including the possible loss of principal.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice. This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.