Frequently Asked Questions
- Year-End Tax Forms and Statements
- Composite Form 1099
- Form 1099-DIV
- Form 1099-B
- Form 1099-Q
- Form 1099-R
- Form 5498 and Form 5498-ESA
- Form 1042-S
- Tax Withholding for Retirement Accounts
- Cost Basis Information
- Capital Gains—Long-Term, Short-Term
- Direct U.S. Government Obligation
- Foreign Source Income/Foreign Tax Paid
Composite Form 1099 is a consolidated tax form that reports both Form 1099-DIV and Form 1099-B tax information for eligible accounts. A separate form will be generated for each fund account.
- My account was only subject to 1099-DIV reporting this year. Will I still receive a Composite Form 1099?
Yes. You will receive 1099-DIV information reported on Composite Form 1099.
Important Legal Information
The information contained in this Tax Center is not intended to be a complete discussion of all federal or state income tax requirements. This information cannot be used by an investor to avoid any income tax penalties that may be imposed under the Internal Revenue Code. Investors should seek advice from a financial and/or tax advisor about the potential tax implications of their investments in Franklin Templeton fund(s) based on their individual circumstances.
For U.S. residents only.