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Education and Planning Investor Education Tax Center Tools & Calculators   Related Links How to Determine Capital Gains and Losses Popular IRS Publications Fund Distributions What Federal Tax Bracket Are You In? Investor Education Center

Home > Education and Planning > Tax Center TAX Center Tax Forms You May Be Receiving The following is a list of some of the forms you may be receiving for preparation of your 2004 Federal and state tax returns.  Form Description When Mailed  1099-DIV For shareholders who received at least $10 in taxable dividend income, capital gains or return of principal in 2004. Late January  1099-B For shareholders in non-retirement plans who redeemed or made exchanges or withdrawals from any fund other than a money market fund. Late January  1099-R For shareholders who received distributions as part of a qualified retirement plan. Late January  5498/IRA For shareholders who made rollover or regular contributions to a Traditional IRA or Roth IRA for the 2004 tax year. May

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