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Mutual Fund Shareholder Tax Center |
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Understanding Your Tax Forms
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The "Understanding Your Tax
Forms" section is designed to help explain the tax forms and
Dreyfus statements listed below, and offers general instructions
on how to report this information on your federal personal income
tax return.
This section is general in nature
and is not intended and should not be considered as legal or tax
advice. Your particular circumstances may require you to report
tax information differently. In addition, please note
that Form 5498 is sent after April 15 to ensure that all contribution
amounts made to your retirement account(s) are accurately reported
to you and to the IRS. Any questions on how to report
your tax information should be referred to your tax advisor. However,
if you have any further questions on your account(s) or the materials
you receive, please feel free to call us at the telephone number
printed on your tax form or contact your advisor.
Information detailed on the
forms and statement in this section is hypothetical and for illustrative
purposes only.
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