Frequently Asked Questions
- Year-End Tax Forms and Statements
- Composite Form 1099
- Form 1099-DIV
- Form 1099-B
- Cost Basis Reporting Information
- Form 1099-Q
- Form 1099-R
- Form 5498 and Form 5498-ESA
- Form 1042-S
- Form 1099-INT
- Capital Gains—Long-Term, Short-Term
- Foreign Source Income/Foreign Tax Paid
- Direct U.S. Government Obligation
- I own a tax-free fund that had more than $10 in tax-exempt interest dividends in 2012. Why didn’t I receive a Form 1099-INT this year?
Any information reported in previous tax years on Form 1099-INT, is now consolidated and reported under the Form 1099-DIV section of the Composite Form 1099.
Important Legal Information
The information contained in this online Tax Center is not intended to be used by the investor, or can be used by the investor, for the purpose of avoiding any income tax penalties that may be imposed under the Internal Revenue Code. Investors should seek advice from their financial or tax advisors about the potential tax liabilities of their investments or potential investments based on their individual circumstances.
For U.S. residents only.