Q. When will I receive my tax statement?
A. Form 1099-DIV will be mailed by January 31, 2017. Form 1099-Bs (for redeemed shares) will be mailed by February 15, 2017.
Q. How can I obtain another copy of my tax forms?
A. You can call our Shareholder Services Department toll-free at 800-601-5593 and have a copy mailed to you.
Q. Can I get a report showing the cost basis on shares that I redeemed?
A. We can provide an account history back to the account opening.
Q. What portion of my tax-free income is subject to AMT (Alternative Minimum Tax)?
A. That information is on your 1099-DIV (Box 10 - Specified private activity bond interest dividends).