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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.
Clients in certain IRAs and retirement accounts are required to withdrawal a minimum amount each year, generally starting at age 70 ½. Learn more.
If you are invested in the Real Estate and/or Global Real Estate fund in a taxable account, we will send Forms 1099-DIV and 1099-B in late February. Learn more about the postponed mail date. If you own these funds in a retirement account and sold shares, we will send Form 1099-R by the end of January the following year.
- Traditional and Roth IRA contributions
2015 contributions can be made until April 18, 2016. Contributions made after January 1, 2016, are credited for 2015 only if you request it.
- SEP, SARSEP and SIMPLE IRA contributions
2015 employer contributions can be made until the employer's 2015 tax-filing deadline (including any extensions). Contributions received after January 1, 2016, will appear on your Form 5498 for 2016, which will be sent in 2017.
Additional help for reporting special tax situations
Giftrust Tax Filing Requirements
2016 U.S. Government Obligations
2016 Tax-Exempt/Muni Funds
Understanding the Zero Coupon Funds Reverse Share Split
2016 Dividends-Received Deduction for Corporate Investors
2016 Alternative Minimum Tax (AMT) information
2016 Qualified Dividend Income
2016 Utah Taxpayer Information
2016 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.