Blackrock mutual funds tax center
Important 2019 tax return document
funds, the percentage of your fund’s tax-exempt income by state is outlined in the table on page three. Tax-exempt income is reported in Box 11 on Form 1099-DIV and income subject to federal AMT is reported in Box 12. Please consult your tax advisor to determine whether you are eligible for state tax
[PDF File]IMPORTANT TAX INFORMATION - AMG Funds
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Shareholders should consult with their own tax advisor as to applicability of foreign taxes on their tax returns. The foreign tax paid for Funds not listed is zero. QUALIFIED DIVIDEND INCOME Qualified dividend income (subject to a reduced tax rate) paid out by certain mutual funds will be reported separately in Box 1b of Form 1099-DIV.
[PDF File]Updated in March 2019, to include Strategic Advisers funds ...
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income tax for the municipal funds that are not state specific. To determine this amount, multiply the total tax-exempt interest dividend you received from the fund by the percentage listed in the table on the following pages for the state in which you are filing your income tax returns. Although state tax laws differ, many states do not tax ...
[PDF File]2017 Legg Mason Tax Guide IMPORTANT TAX INFORMATION ...
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IMPORTANT TAX INFORMATION REGARDING YOUR MUTUAL FUNDS This guide is a summary of tax information for certain Legg Mason, ClearBridge Investments, Brandywine Global, QS Investors, Martin Currie, EnTrustPermal, RARE Infrastructure and Western Asset closed-end, open-end and
[PDF File]2018 Closed End Tax Letter 1-2 - BlackRock
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[PDF File]2018 - BlackRock
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Important Tax Information for Open-End Funds This Booklet is a summary of useful tax information for certain Open-End mutual funds. It will assist you, as an investor, in the preparation of your 2018 Federal and state income tax returns. We recommend that you …
[PDF File]2019 - AMG Funds
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Funds are distributed by AMG Distributors, Inc., a member of FINRA. This guide should not be considered tax advice.This guide is for informational purposes only and should not be considered tax or legal advice. Please consult with qualified professionals in these areas for additional information.
[PDF File]2018-iShares-US-Government-Source-Income-Information …
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The iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). This material is provided for educational purposes only and does not constitute investment advice. The information contained herein is based on current tax laws, which may change in the future.
[PDF File]2019 INCOME EARNED BY STATE INFORMATION
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(2) 2019 INCOME EARNED BY STATE INFORMATION 1For single state municipal bond funds, the state specific percentage shown includes the income earned from that state, as well as any income earned from U.S. territories. *California and Minnesota have investment threshold requirements in order for funds to pass through exempt income from state obligations.
[PDF File]IMPORTANT YEAR-END TAX INFORMATION - Hartford Funds
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purposes only. If you have other questions about your tax information, for mutual funds please call us at (888) 843-7824 and for Exchange Treaded Funds please call us at (415) 315-6600. Office hours are 9 a.m. to 6 p.m. Eastern Time. You may also visit our Tax Center at www.hartfordfunds.com.
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