Category: Tax Information

Important Tax Information

Corrected 2018 Forms 1099-DIV were mailed to shareholders on February 4, 2019.  The original 2018 Forms 1099-DIV mailed to shareholders erroneously reported exempt-interest dividends in Box 10, instead of Box 11.  On the corrected 2018 Form 1099-DIV, exempt-interest dividends are now properly reported in Box 11.  Please note that the dollar amount of exempt-interest dividends has not changed—just the box number in which the amount is reported.  Likewise, if you previously received a combined 2018 Form 1099 (Form-DIV and Form-B), please note that no corrections were made to the 2018 Form 1099-B. We apologize for any confusion. Please feel free to contact us at 800-866-0614 if you have any questions or concerns.