Statements and tax documents will be mailed and posted online annually as follows:
January 8: Year-End Statements
February 1: 1099-Q & 1099-R
February 16:
1099-B & 1099-DIV
Note: If the dividends earned in your account during the year were less than $10.00 your account will not produce Form 1099-DIV information, unless a dividend had federal taxes withheld or the fund is reporting foreign tax paid. You may refer to your year-end Asset Summary Statement for dividends that are less than $10.00. For more information, visit our Tax Center.
March 15: 1042-S
May 2: Form 5498-ESA
May 31: Form 5498