2011 Tax Forms (IRS Form 1099-B, R and DIV) were mailed to customers on or before January 31, 2012 and are now available for online account access.
IRS Form 5498 will be mailed and available for online account access on or before May 31, 2012. A copy of IRS Form 5498 is not required to be included with your 2011 tax return.
The 2011 Tax Savings Summary Report is available via this link.
Missing a tax form? If you believe a tax form should have been issued for your account, but you did not receive a form in the mail and/or via online account access, please note the following:
Tax forms are NOT issued for non-retirement accounts earning dividends of less than $10.
Dividends earned and reinvested on retirement accounts are not reportable on a tax form.
Accounts that are currently on a "Do Not Mail" status due to an invalid address will not receive tax forms via mail or online account access. Please contact our Shareholder Services Department at (800) 423-4026 for assistance.
Need to register for online access? Follow this link.
For further assistance, please call our Shareholder Services Department at (800) 423-4026. We will be pleased to assist you.
