2023 Federal Tax Forms
1099-DIV - Reports ordinary and qualified dividends and short- and long-term capital gains distributions for taxable and tax-exempt accounts. 1099-B - Reports exchange and redemption activity in non-IRA accounts. 1099-R - Reports withdrawals from retirement plan accounts and IRAs, including distributions, rollovers, conversions, recharacterizations and excess contributions. Includes any federal and state tax withholding.
Form 5498, which reports annual, rollover and conversion contributions, will be mailed by May 31, 2024 to shareholders who made these account transactions.
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