2018 Tax Information

Rates, Schedules and Contribution Limits

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2017 Tax Information

Estimated year-end distributions

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Rates, Schedules and Contribution limits

DOWNLOAD PDF


2017 Tax Form Mailing Information

If you’d like to receive your 2017 tax forms via electronic delivery instead of by mail, please log into your account and enroll in E-Delivery. You will be notified by e-mail once your tax form(s) are ready to be downloaded.

Retirement Forms (1099-R)

Will be mailed by January 31, 2018.

Non retirement Forms (1099-DIV, 1099-B)

Will be mailed by February 15, 2018.

Real Estate Fund shareholders (1099-DIV, 1099-B)

Will be mailed by March 15, 2018.

Holders of both retirement
and non-retirement accounts

Will receive forms in separate packages.

Accounts with less than $10.00
of reportable income

May not receive a tax form.

Tax forms for closed-end funds

Are issued by your brokerage firm. If you have any questions with regard to your closed-end fund tax form, please contact your financial advisor.



2017 Tax Guide & Information



Internal Revenue Service Form 8937

Report of Organizational Actions Affecting Basis of Securities



Prior Year Tax Guides & Information

The following information may be helpful for you and your tax advisor in preparing or revising prior year tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.

 

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