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Mutual Fund Shareholder Tax Center |
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Tax Reporting Information
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DREYFUS 2008 TAX INFORMATION AND MAILING
SCHEDULE
Early November through December
Preliminary year-end distribution
information: Provides
estimates of short-term and long-term capital gains and income to
be distributed to shareholders as of the fund's record date. (Note:
Final amounts could differ from estimates and typically begin posting
in December. A complete list of final year-end distribution information
is available on January 1, 2009.) You can also access the most current
distribution information by calling Dreyfus Express®
at 1-800-645-6561.
Early January
Year-end statement (householded): Reports distributions
and activity in each fund account for the year.
Statement of Tax Exempt Income:
If applicable, you will receive the statement with your year-end
statement.
By January 31st
Tax Package with the following (if applicable):
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Form 1099-DIV (Dividends and Distributions): Reports taxable
income and capital gain distributions over $10; provides general
reporting instructions.
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Form 1099-INT (Interest Income): Reports tax-exempt income over $10; provides general reporting instructions.
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Form 1099-B (Proceeds from Broker and Barter Exchange Transactions):
Reports gross proceeds from any sales (redemptions) of mutual
fund shares, excluding money market funds, IRAs and certain qualified
retirement accounts.
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Form 1099-R (Distributions from Pensions, Annuities, IRAs,
Retirement or Profit Sharing Plans, etc.): Reports a distribution
made from a retirement plan or IRA. If this distributed amount
was not rolled over into another tax-deferred account you will
need to include all or part of it in your ordinary income for
tax purposes.
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Average Cost Accounting Statement: Calculation of the capital
gains and/or losses realized on exchanges or redemptions for funds
with a fluctuating net asset value (NAV).
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Tax Information Guide:
Regarding enclosed form(s).
Form 1099-Q: (Distributions
from Coverdell Education Savings Accounts): Reports a distribution
made from a Coverdell ESA (formerly known as an Education IRA).
By March 16th
Form 1042-S: Reports taxable dividends and income tax withheld
on accounts owned by nonresident aliens.
By May 31st
Form 5498: Reports all IRA and SEP-IRA rollover and regular
contributions for the 2008 tax year.
Form 5498-ESA: Reports all
Coverdell Educational Savings Account contributions for the 2008
tax year.
To learn more about some of these
forms, review the section on Frequently
Asked Questions on Form 1099 and Cost Basis.
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