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Fund-Specific Tax Exemptions
Get information about tax exemptions for each fund and more.Find Your Funds
Frequently Asked Questions
Look for your year-end statement to arrive during the first two weeks of January.
Before your Giftrust matures, you do not have to file any of the tax returns for your Giftrust. This is taken care of by the Giftrust trustee. After your Giftrust matures, you will be personally responsible for the necessary tax reporting and payment of taxes due on distributions or capital gains. Learn more.
Additional help for reporting special tax situations
Giftrust Tax Filing Requirements
2014 U.S. Government Obligations
2014 Tax-Exempt/Muni Funds
Understanding the Zero Coupon Funds Reverse Share Split
2014 Dividends-Received Deduction for Corporate Investors
2014 Alternative Minimum Tax (AMT) information
2014 Qualified Dividend Income
2014 Indiana Taxpayer Information
2014 Utah Taxpayer Information
2014 Foreign Source Income
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.