Understanding year-end tax forms
Approximate mailing date of tax forms issued to shareholders of BNY Mellon mutual funds. A Tax Guide is also available for the commonly used Form 1099-DIV, Form 1099-B and Form 1099-R Tax Forms.
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Tax smart investing
For many investors, it isn’t what you earn that counts in the end, but what you get to keep – your after-tax return.
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Form 8937: Organizational Actions
Issuers of corporate securities are required to complete Internal Revenue Service Form 8937. The Fund’s completed Forms 8937 can be found below.
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Mail by May 31, 2022
Form 5498
Mail by May 2, 2022
Form 5498 ESA
Reports all Coverdell Education Savings Account contributions for the tax year.
Mail by March 15, 2022
Form 1042-S
Reports taxable dividends and income tax withheld on accounts owned by nonresident aliens.
Mail by February 15, 2022
Form 1099-DIV and Form 1099-B
Form 1099-B reports redemption proceeds from sales or exchanges made in BNY Mellon non-retirement mutual fund accounts (except money markets). Accounts requiring both Form 1099-B and Form 1099-DIV will be mailed by this date.
Mail by January 31, 2022
Form 1099-Q
Reports distributions from Coverdell ESA accounts.
Form 1099-R
Reports distributions from retirement accounts.
Form 1099-DIV
Reports taxable income and capital gain distributions over $10. Accounts without a required form 1099-B will be mailed by this date.
The IRS offers several informative booklets covering the entire range of federal income taxation. All of these publications are available free of charge by calling 1-800-TAX-FORM. You may also visit the IRS Web site at www.irs.gov for publications, forms, and other tax information. And, of course, if you have any questions, please call us at 1-800-373-9387.
The information set forth here is general in nature and does not constitute tax advice. Specific questions should be discussed with your tax advisor.
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