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Year End Tax Form Reference

The most common tax forms received by shareowners are outlined below. The explanations will help determine when a shareholder can expect to receive a particular tax form.

Form 
1099-DIV
  • Beginning in tax year 2012, municipal money market dividends will be reported on Box 10 of the IRS 1099-Div form
  • reports all dividend and capital gain distributions
  • generated if $10 or more is earned
  • no tax form will generate if dividends and capital gains of less than $10 are earned
  • verification of dividend or capital gain payment can be made using the year-end statement
  • mailed by January 31 of each year*
1099-INT
  • reports interest income
  • generated if $10 or more is earned on tax-exempt funds
  • no tax form will generate if dividends of less than $10 are earned
  • verification of dividend payment can be made using the year-end statement
  • mailed by January 31 of each year*
1099-B
  • reports proceeds from financial transactions
  • is generated if shares are redeemed or exchanged from a fund with a fluctuating price
  • mailed by January 31 of each year*
1099-R
  • reports distributions taken from a(n) IRA, Roth IRA, SEP, or 403(b) account, including those taken as a rollover
  • is generated if a distribution is taken from one of the above mentioned account types
  • mailed by January 31 of each year*
1099-Q
  • reports distributions taken from a Coverdell Education Savings Account
  • is generated if a distribution is taken from a Coverdell Education Savings Account
  • mailed by January 31 of each year*
5498
  • reports contributions or rollovers made to your IRA, Roth IRA, SEP, or 403(b) account
  • will generate if a contribution or rollover contribution is made into one of the above mentioned account types
  • mailed by May 31 of each year*
5498-ESA
  • reports contributions or rollovers to a Coverdell Education Savings Account
  • is generated if a contribution or rollover is made to a Coverdell Education Savings Account
  • mailed by April 30 of each year*

* Although Federated generally mails all tax forms prior to the IRS deadline, if the mail date falls on a weekend, the form mailing deadline is extended to the next business day.


 
 
 
 
 
 
 
 
 
 
 
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