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Tax Guide 2016. Form 1099-DIV Edition. If you have questions about your specific tax situation, please consult your accountant or tax advisor. Table of Contents. Your American Funds 1099-DIV provides information about ordinary and qualified dividends, exempt-interest dividends and capital .. American Mutual Fund®.
30 Dec 2016 YOUR MUTUAL FUNDS. This guide is a summary of tax information for certain Legg Mason,. ClearBridge Investments, Brandywine. Global, QS Investors, Martin Currie,. EnTrustPermal, RARE Infrastructure and. Western Asset closed-end, open-end and exchange-traded funds. This information may be
Your Guide to Investment. Funds and Taxes. Mutual Funds, Private Pools and ETFs . During 2015 an investor purchased $5,000 of Fund A, a Mutual Fund Trust at $14.00 per unit for a total of 357.143 units On June 30, 2016, the investor redeemed 300 units at $18 per unit for gross redemption proceeds of $5,400.00.
1 Mar 2017 Included in this posting are links to the information that you or your tax preparer may need on the bond funds that you held in 2016. As with most tax related information, please consult your tax advisor to determine the tax impact to you. 2016 Mutual Fund Tax Info - Links: American Funds 2016 Tax Guide.
Welcome to the online version of our popular Mutual Fund Tax Guide. We are always striving to improve our products, and so we welcome suggestions and comments. Send us feedback for suggestions, comments, or problems you may encounter. Mutual Fund Tax Guide 2017 · Mutual Fund Tax Guide 2016 · Mutual Fund
22 Oct 2014 The distributions of income and capital gains you get from funds are taxed according to principles that are often perplexing and sometimes unfair. This guidebook covers the basic rules. The rules are for fund shares in taxable accounts. They are largely irrelevant to the taxation of funds held in IRAs and
2017 Mutual Fund Tax Guide The current version is 2017.3. Click one of the links below to download your respective version. Download the 2017 Mutual Fund Tax Guide Network Edition Download the 2017 Mutual Fund Tax Guide Single User Edition. If you have not yet ordered the 2017 Mutual Fund Tax Guide, secure
Allianz Family of Funds 2016 Mutual Fund Tax Guide. Dear Shareholder: This guide contains general tax information regarding the Allianz Family of Funds. Although it may help you with your tax return, it is not designed to provide tax guidance or advice. Due to the complexity of tax laws, you should consult a professional
31 Jan 2017 The purpose of this tax guide is to provide basic information about the 2016 tax forms you may receive this year. Please note that although this guide may assist you in preparing your tax return, it is not designed to provide specific tax advice or guidance. Given the scope and complexity of tax laws, you
Form 1099-DIV. Dividends and Distributions. Mutual Funds are required to distribute substantially all net earnings generated to their shareholders. Form 1099-DIV is used to report all calendar year 2017 distributions paid to you. This information is also filed with the IRS and must be reported on your federal income tax

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March 2018