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We've reorganized our 1099-DIV and 1099-B resources in the Tax Center to help with tax questions. There you'll find links to the same valuable information you used to see in our Tax Guide publications, including:
1099-DIV Tax Resources
See which funds paid year-end capital gains distributions, qualified dividends or income dividends classified as return of capital.
Learn about capital gains, qualified dividends and return of capital.
Calculate how much of the dividend income distributed by your clients’ funds may be subject to federal and state income taxes.
1099-B Tax Resources
Learn about cost basis reporting and explore FAQs.
Visit the Tax Center (on the investor site).
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.