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American Jobs Creation Act of 2004 and Qualified Interest Exemption Summary Federated funds which are eligible to provide certain non-resident alien (NRA) shareholders with an exemption to tax withholding.

Year-End Tax Statements

Year-End Tax Form Production



No matter what your tax situation, you will likely find a suitable Federated product or service designed to reduce your federal and state tax liability. To see the broad range you have to choose among, just click here:

View Federated's Tax-Advantaged Products



You will find these tools very useful in helping you to estimate and reduce your taxes, check your contribution limits and withdrawal schedules for IRAs and other retirement plans, and determine your exposure to the Alternative Minimum Tax (AMT). Several articles and calculators are available.



This handy program will automatically fill in some of your tax forms for you. Please have your SSN and Federated Personal Identification Number (PIN) available. If you do not have a PIN set up for your Federated account, you can easily create a PIN through Account Access.

Need additional help? Visit the Internal Revenue Service US Department of the Treasury.


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