2019 - AMG Funds

[Pages:18]2020 Tax Guide

Contents

2020 Form 1099-DIV

2

2020 Form 1099-B

4

2020 Form 1099-R

6

2020 Form 1099-Q

8

2020 Form 5498

10

2020 Form 5498-ESA

12

Answers to Commonly Asked Questions

14

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or visit for a free prospectus. Read it carefully before investing or sending money.

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.

Dear Shareholder: Dear Shareholder: WhWheeeleplapasrsreiemimppplpelleialfiayfsyseyedyodoutuortor2p2p0ro0r1ov29vi0ditdeateaxyxoyreourepuwpoworittriihttnihngo.guo.rur20210920TaTxaxGuGiudied.eT.hTihsistotooloilsisdedseigsnigendedtoto HHigighhlilgighhtstsooffoouurrTTaaxxGGuuidideeininclculudde:e:

uu AAnneexxpplalannaatitoionnoof fththeeppuurprposoeseofofthteheenecnlcolsoesded10190999tatxaxdodcoucmumenetnsts uu InInsstrturucctitoionnssoonnhhoowwtotorerceocrodrdinifnofromrmataiotinonononyoyuorutratxaxrerteutrunrn uu SSaammppleletataxxfoformrmss uu ImImppoortratannt tddeefifninitiitoionnssyoyouushsohuoludldknkonwow uu SStetepp--bbyy-s-steteppininsstrturucctitoionnssfofrorkekyeyfiefiledlsdsononeaecahchfofromrm uu AAlilsisttoofffrfereqquueenntltylyaaskskeeddqqueusetsiotinosns

WWeehhooppeeyyoouuwwililllfifninddththeeGGuuidideeininfofromrmataivtieveanadndhehleplfpuflu. lO. fOcfocuorusres,ei,f iyfoyuouhahvaevsepsepceifcicific qquueesstitoionnssrereggaardrdininggththisisddaatataoor ryoyuour rinivnevsetsmtmenetnitninthteheAMAMGGFuFnudnsd,sp,lpealesaesceacllaullsuastat 880000.5.54488.4.4553399. .

WWeeaalslsooininvvitieteyyoouutotoaacccceessssyoyouur racaccocuonutnvt ivaiaouoruwr webesbisteiteatawt wwa.mamgfgufnudnsd.cso.cmo.m.

WWeessuuggggeessttyyoouuccoonnssuultltyyoouur rtataxxadadvivsiosrorrergeagradridnigngyoyuorusrpsepceicfiicfictatxasxitsuitautaiotnio,na,sas ththeeGGuuidideesshhoouuldldnnoot tbbeeccoonnsisdideererdedtatxaxadavdivciec.e.

TThhaannkkyyoouufoforryyoouurrccoonntitninuueeddininvevsetsmtmenetntininouorurfufnudndfafmamilyi.ly.

SSinincceerreelyly, ,

JJeeffrfreeyyCCeeruruttiti CChhieieffEExxeeccuutitviveeOOfffifciceer r AAMMGGFFuunnddssLLLLCC

PAPGAEG1E 1

22002109FFoorrmm11009999-D-DIVIV

DDiviivdiednedndanadndCCapaiptiatlaGl GaianinDDisitsrtirbiubtuitoinosns

EvEevryersyhsahreahreohldoeldr,ewr,iwthitchecrtearitnaienxecxecpetipotniosnassapsropvroidveiddeidn ibnybtyhethIentIenrtnearnl aRleRvevneuneuCeoCdoed,e, whwohhoahsarsecreciveeivde$d1$01o0romr omreorien itnaxtaxbalebldeivdiidveidnednsdosrodrisdtirsibtruibtiuotniosnrsecreciveeivseas FaoFrmorm 1019099-9D-IVD.IVF.oFrmorm1019099-9D-IVDIiVs iaslsaolssoesnetntot taocaccocuonutnhtohldoeldrserfsorfowr hwohmombabcakcukpuwp iwthihthohldoilndging wawsatsaktaekneonnocnecrtearitnairnepreoprtoarbtaleblteratnrasnascaticotniosn. s. YoYuoruFroFrmorm1019099-9D-IVDIlVisltisstasllaflel dfeedraelrlaylltyaxtaxbalebldeivdiidveidnednadnadncdacpaitpailtaglaginaidnisdtirsibtruibtiuotniosns ofo$f1$01o0romr omreorpeapidaitdotyooyuorumr umtuatul aful nfudnadcaccocuonutsn.tsIf. yIfoyuoruarcaccocuonutnist isnvinevsetesdteidn imn omreore thathnaonnoenfeunfudn,dth, eth1e019099-9D-IVDIiVnfionrfmoramtiaotniofnorfoeraecahcfhunfudnhdahsabsebeenecnocnosnosliodlaidteadteadnadnd mamilaeidletdotyooyuoiun ian sainsginleglpeapcakcakgaeg.eH.oHwoewvevr,esr,hsahreahreohldoeldrserws iwthitmh omreortehathnaonnoenteyptyepe ofoafcaccocuonut--nt--forfoerxeaxmapmlep,lea,nainndinivdiidvuidaul aalcaccocuonutnatnadnadnaonthoethrearcaccocuonutntht athtaist ijsoijnotilnytly owonwende--d--wiwll irlel creciveeivae saespeapratreatpeapcakcakgaegoefotaf xtafxorfmorsmfsorfoeraecahcahcaccocuonut.nTt.hTehdeivdiidveidnednsds anadncdacpaitpailtaglaginasinsshsohwonwonnoFnoFromrm1019099-9D-IVDInVeneedetdotboebreepreoprtoerdteodnoynoyuoru2r0220019 fedfeedraelrainl cinocmoemteaxtarxetruertunr,ne,veevneinf yifoyuorueirnevinevsetesdteydoyuorudrisdtirsitbruibtiuotniosnisniandadditdioitnioanlal funfudnsdhsahreasreisnsintesatedaodf orfecreeciveiinvgintghethmemin icnacsahs. h. If yIfoyuohuahvaevoenoenoefothf ethfeolflolwloiwngintgyptyepseosfoafcaccocuonutsn,tsy,oyuowu iwll inllontortecreciveeivFeoFrmorm1019099-9D-IVD:IV: uu IndInivdiidvuidaul aRleRtieretimreemnetnAtcAccocuonutsntasnadnodthoethretraxta-dx-edferfreerdreadcaccocuonutsnt(sin(cinlucdluindginRgoRthoth

anadnTdraTdraitdioitnioanl aIRl AIRsA, sR,oRllolvloevreIRr AIRsA, sS,ESPEaPnadnSdIMSIPMLPELIERAIRsA, sC,oCvoevrdeerdlleElldEudcuactiaotnion SaSvainvginsgAscAccocuonutsntasnadnqduqauliafileifdietduittuioitniopnlapnlaancaccocuonutsn)ts) uu PePnesniosnio,n4,0430(b3)(,bp),ropfriotfsithsahrianrginagnadnmd omnoenyepyuprcuhrcahsaespelapnlasns uu AcAccocuonutsntoswonwendebdybcyocrpoorpraotriaotniosn, sd,odcoucmuemnetendtendonnorensreidseidnetnatliaelniesnasnadncdecrtearitnain taxta-ex-xexmepmtpotrgoargnaiznaiztiaotniosns

FoFroerigeingnInIvnevsetsmtmenetnDt iDstisritbriubtuiotinosns

FoFrmorm1019099-9D-IVDImV amyalyisltisat faorfeoirgenigtnaxtacxrecdreitdtiht athtatht ethFeuFnudnpdapidaiwd iwthitghrogsrossdsisdtirsibtruibtiuotniosn. s. If aIfnaanmaomuonutnist isshsohwonwinn ibnobxo7x,7p,lepalesaesreefrerfetrottohethiensintrsutcruticotniosnfsorfofirlifnilginygoyuorupreprseorsnoanl al incinocmoemteaxtarxetruertnu.r"n."

PAPGAEG2E 2

AOSTAX2RPT=1099DIV;COR=;

Recipient's Name and Address:

A

JOHN Q PUBLIC

JANE Q PUBLIC JOINT TENANTS

99 MAIN STREET

HOMETOWN NY 12186-9103

REGISTRATION LINE 5

REGISTRATION LINE 6

REGISTRATION LINE 7

REGISTRATION LINE 8

CD EF GH

For additional information, please call:

B

1-800-555-9999

I J K L MN O

OMB NO. 1545-0110

2020 FORM 1099-DIV

Dividends and Distributions Copy B for Recipient

RECIPIENT'S TIN ***-**-9999

FATCA Filing Requirement CORRECTED (If Checked)

Payer's Name: ACME INTERNATIONAL EQUITY FUND

Payer's TIN: 99-9999999

1a. Total ordinary dividends

$120.10 1b. Qualified dividends

2b. Unrecap. Sec. 1250 gain

2c. Section 1202 gain

3. Nondividend distributions 6. Investment expenses

4. Federal income tax withheld 7. Foreign tax paid

11. Exempt-interest dividends

12. Specified private activity bond interest dividends

AOSTAX2FND=0093;ACT=9999999999;FAC=0093-9999999999;

Payer's Name: ACME INTERNATIONAL EQUITY FUND

Payer's TIN: 99-9999999

1a. Total ordinary dividends

$120.10 1b. Qualified dividends

2b. Unrecap. Sec. 1250 gain

2c. Section 1202 gain

3. Nondividend distributions 6. Investment expenses

4. Federal income tax withheld 7. Foreign tax paid

11. Exempt-interest dividends

12. Specified private activity bond interest dividends

AOSTAX2FND=0094;ACT=9999999999;FAC=0094-9999999999;

FORM 1099-DIV (Keep for your records)

Fund & Account Number: 0093 - 9999999999

$105.72 2a. Total capital gain distributions

$64.94

2d. Collectibles (28%) gain

5. Section 199A dividends

$11.31 9. Cash liquidation distributions

13. State 14. State identification no 15. State income tax withheld

ME 999999999999

$7.50

P Q

R S

T

U

Fund & Account Number: 0094 - 9999999999

$105.72 2a. Total capital gain distributions

$64.94

2d. Collectibles (28%) gain

5. Section 199A dividends

$11.31 9. Cash liquidation distributions

13. State 14. State identification no 15. State income tax withheld

ME 999999999999

$7.50

Department of the Treasury - Internal Revenue Service

A Account registration and h Amount of tax-exempt p Total amount of long-term Form 1099-DIV contains income distributions from the account(s) owned by you in 2020.

This is important tax information and is being furnished to the IRS. If you are required to file a return, a negligence penalty or other sanction may be imposed

address

interest, including exempt capital gains distributed on you if this income is taxable and the IRS determines that it has not been reported.

000001 - 0002 of 0011 - YYYYN - 000002 - EHV 001 - JOB42815

b Your Taxpayer Identification Number; this information will be masked

interest dividends from in 2020 *0120001UY*

ABC 27991111 112520200834

Package Page 2 of 11

mutual fund, paid in 2020 i The Fund's Federal

q Shows 28% rate gain from sales or exchanges of

c The Fund's name

d Total amount of qualified and non-qualified dividends and short-term capital gains distributed in 2020

e Shows unrecaptured Section 1250 gain from certain depreciable real property

f Lists any part of your distribution that is nontaxable because it is a return of your cost or other basis

g Your share of expenses of a nonpublicly offered regulated

Taxpayer Identification Number

j Amount of qualified dividends distributed in 2020

k Section 1202 gain

l Amount of taxes withheld if you were subject to backup withholding

m Box 7 lists your proportionate share of any foreign taxes you paid in 2020

n Amount of tax-exempt interest subject to the Alternative Minimum Tax

collectibles

r Shows dividends eligible for

the 20% qualified business income deduction under section 199A

s Total amount of liquidation distributions paid to you in 2020

t Shows State and State Identification number (state where state taxes were withheld from)

U Amount of state taxes withheld if you were subject to backup withholding

investment company,

(AMT)

generally a nonpublicly offered mutual fund

o Your Fund and account number

The information on your Form 1099-DIV is reported to the IRS.

PAGE 3

20202019FFoorrmm10109999-B-B

PrPorcoeceedesdsfrformomReRdeedmemptpiotinonoroErxEcxhcahnagnegeofoSf eSceucruitrietises

AllArleldredmepmtipotniosn(sa(lseasl)eso)r oerxcehxcahnagnegsemsamdaedien innono-rne-trieretimreemnet nmtumtuuatul afulnfudnadccaocuconutsn,ts, exceexpcet pmtomnoenyemyamrkaerkt eatccaocuconutsn,tms,umstusbtebrepreoprtoerdteodnoFnorFmorm1019099-B9.-BFo. rFmorm1019099-B9-B repreoprtosrtshethgerogsrsospsropcreoecedesdfsrofmromthethsealsealoer oerxcehxcahnagnegoef oyfouyor umrumtuuatul afulnfudnsdhashreasreins in 20201l9eslsesasnayncyoncotintginegnet ndtedfeerfreerdresdalseaslecshcahrgaergdeedeudcutecdtefdrofmromthethgerogsrsospsropcreoecedesdosf of thethteratnrasancstaicotnio. n.

ThEeff1e0c9ti9v-eBtaFxorymeairs2b0ro1k2e,nFoorumt i1n0to99th-eBfwolilol walisnogrfeivpeorsteccotisotnbsabsaisseindfoornmtahteion for your catmeguoturiazlaftuionnd oref dtheemrpetdioenm(sp)t,ioifnaavanidlatbhle.cTohset blaaysoisutinoffoFrmoramtio1n09a9va-Bilahbales:changed

significantly and information is now broken out into the following five sections based on Setchteiocna1te:gSohroizrat-titoenrmofttrhaensreadcetimonpstiofonrawndhitchhebcaossitsbiassriespinofrotermd atotiothneavIRaSila?bRlee:port on Form 8949, Part I, with Box A checked. If information is reported in this section, theSepcotritoionn1o:fStheorrte-dteermmptrioannsisactaiotengsofroizrewd haischa sbhaosritstiesrmrepcoarptietadl tgoatinh.eTIhReSc?oRsteport baosins Finofromrm8a9t4io9n, lPisatretdI,inwbitohxBesox1eA, cahnedc1kgedw.iIlfl bineforrempoarttioend itso rtehpeoIrRteSd. Tinhitshinsfsoermctaiotnio,n shothueldpboertitorannosfptohseerdeodnetmopFtoiormn is89c4a9tewgohreizredfuarsthaershaodrjtustetmrmenctaspmitaalygbaeinm. Tahdee,ciofst nebceassisariny.formation listed in boxes 1e, and 1g will be reported to the IRS. This information

should be transposed onto Form 8949 where further adjustments may be made, if Senceticoenss2a:rSyh. ort-term transactions for which basis is not reported to the IRS ? Report on Form 8949, Part I, with Box B checked. If information is reported in this secSteiocnti,otnhe2:pSorhtoiornt-otefrtmhetreadnesmacpttioionnsisfocrawtehgiocrhizbeadsaiss ias snhootrrtetpeormrtecdaptoitathl geaIiRnS. T?he cosRtebpaosritsoinfFoormrmati8o9n4l9is,tPedaritnI,bwoxitehs B1oex, 1Bf cahnedc1kgedw.ilIlf ninoftobrme aretipoonrtisedretpootrhtedIRinS.tThhisis infsoermctaiotnio,nthceanpobretiounseodf tahsearegdueidmepttoiohneilspcdaetteegromriznedyaosuracsohsotrbtatesirsm. capital gain. The

cost basis information listed in boxes 1e, 1f and 1g will not be reported to the IRS. This Seicntfioornm3a:tiLoonncga-ntebrme utsraendsaascatiognusidfeortowhheiclphdbeatesirsmiisnereypoourrtecdosttobtahseisI.RS ? Report on Form 8949, Part II, with Box D checked. If information is reported in this section, theSepcotritoionn3o:fLtohnegr-etdeermpttriaonsiascctaiotengsofroizrewdhaischabloansgisteisrmrepcaoprtietadl gtoaitnh.eThIReSc?osRt ebpaosrist infonrmFaotriomn8li9s4te9d, PinabrtoIxIe, sw1iteh, B1of xanDdc1hgecwkileldb.eIfreinpfortmedattionthise rIRepSo. rTtheids iinnftohrims saeticotnion, shothueldpboertitorannosfptohseerdeodnetmopFtoiormn is89c4a9tewgohreizredfuarsthaerloandgjutestrmecnatspimtaal ygabien.mThaedec,oisf t basis neicnefsosrmaray.tion listed in boxes 1e, 1f and 1g will be reported to the IRS. This information

should be transposed onto Form 8949 where further adjustments may be made, if Senceticoenss4aLryo.ng-term transactions for which basis is not reported to the IRS ? Report on Form 8949, Part II, with Box E checked. If information is reported in this section, theSepcotritoionn4ofLothnegr-etedremmptrtaionnsaisctciaotnesgoforirzewdhaicshablaosnigs tiesrnmotcareppitoarltgeadinto. Tthee cIRosSt ?baRseisport infonrmFaotriomn8li9s4te9d, PinabrtoIxIe, sw1iteh, Baonxd E1gchweilclkneodt.bIef irnefpoormrteadtiotno tishereIpRoSr.tTehdisininthfoisrmseactitoionn, canthbeepuosrteiodnaosfathgeuirdeedetomhpetilopndiestecramteignoeryizoeudr acsosat lboansgist.erm capital gain. The cost basis

information listed in boxes 1e, and 1g will not be reported to the IRS. This information can be used as a guide to help determine your cost basis.

PAPGAEG4E 4

Section 5: Transactions for which basis is not reported to the IRS and for which short-term or long-term determination is unknown (to Broker)-You must determine short-term or long-term based on your records and report on Form 8949, Part I, with Box B checked, or on Form 8949, Part II, with Box E checked, as appropriate. If information is reported in this section, there is not enough information available to determine the cost basis for your redemption or exchange. Please consult your tax advisor for advice on the cost basis information needed for Form 8949 and Schedule D.

AOSTAX2RPT=1099B;COR=;

OMB No. 1545-0715

Recipient's Name and Address: JOHN Q PUBLIC JANE Q PUBLIC JOINT TENANTS 99 MAIN STREET HOMETOWN NY 12186-9103 REGISTRATION LINE 5 REGISTRATION LINE 6 REGISTRATION LINE 7 REGISTRATION LINE 8

For additional information, please call:

A

1-800-555-9999

EF G H

I

J

K

LM

Section 1: Short-term transactions for which basis is reported to the IRS - Report on Form 8949, Part I, with Box A checked.

(1a) Description

Shares

(1b) Date Acquired

(1c) Date Sold or

Disposed

Share Price

(1d) Gross Proceeds (less commissions)

(1e) Cost or Other

Basis

(1g) Wash Sale Loss

Disallowed

(4) Federal Income Tax Withheld

2020 FORM 1099-B

Proceeds From Broker and Barter

Exchange Transactions Copy 2 To be filed with recipient's state income tax

return, when required.

RECIPIENT'S TIN ***-**-9999

FATCA Filing Requirement

N OP

(14) State /

(15) State ID Number

(16) State Income Tax Withheld

CORRECTED (if checked)

(1a) Description (Payer's Name) ACME INTERNATIONAL EQUITY FUND

Payer's TIN 99-9999999

CUSIP Number 999999999

(3) Check if a QOF

(5) Check if a Noncovered Security

Fund & Account Number 0093 - 9999999999

2,427.000

AOSTAX2FND=0093;ACT=9999999999;FAC=0093-9999999999;

07/31/2019

10/07/2020

$17.67

$42,885.09

ME/999999999

$2,680.31

B

1,236.000

AOSTAX2FND=0095;ACT=9999999999;FAC=0095-9999999999;

(1a) Description (Payer's Name) ACME TRUSTS FUND

07/31/2019

10/07/2020

$36.37

Payer's TIN 99-9999999

$44,953.32

CUSIP Number 999999999

(3) Check if a QOF

(5) Check if a Noncovered Security ME/999999999999

Fund & Account Number 0095 - 9999999999

$2,685.00

D

(1a) Description (Payer's Name) ACME TAX EXEMPT INCOME FUND

4,200.000

AOSTAX2FND=0096;ACT=9999999999;FAC=0096-9999999999;

07/31/2019

10/07/2020

$10.84

Payer's TIN 99-9999999

$45,528.00

CUSIP Number 999999999

(3) Check if a QOF

(5) Check if a Noncovered Security ME/999999999999

Fund & Account Number 0096 - 9999999999

$2,690.00

SECTION 1 TOTALS

$999.99

C

A Your Taxpayer Identification Number; this information will be masked Department of the Treasury - Internal Revenue Service

b The Fund's name 000001 - 0011 of 0011 - YYYYN - 000011 - EHV 001 - JOB42815

c The Fund's Federal Taxpayer Identification Number

d Your Fund and account number

e Number of shares redeemed

f Date shares were purchased or "Various" or blank if multiple purchase dates.

g Date of each transaction made during the year

h NAV or price per share

m This will be checked if

redeemed for each

shares were acquired prior

transaction

to January 1, 2012 This is important tax information and is being furnished to the IRS. If you are

required to file a return, a negligence penalty or other sanction may be imposed

on you if this income is taxable and the IRS determines that it has not been

reported.

i Gross proceeds (less *G110001U6*

n State (state where state ABC 27991111 112520200834

Package Page 11 of 11

commissions) from each

taxes were withheld from)

transaction made during the year

j Shows the cost or other

o State Identification number (identification number for state where state taxes

basis of securities sold

were withheld from)

k Amount of sales price that is disallowed due to purchase and redemption within 30 days

p Amount of state taxes withheld if you were subject to backup withholding

l Amount of federal taxes withheld if you were subject to backup withholding

The information on your Form 1099-B is reported to the IRS with the exception of cost basis information that may be displayed within Section 2 and Section 4, and Section 5.

PAGE 5

20202019FFoorrmm1809499-R

DiSsatrleibsuatniodnOstfhreormDRiseptoirseimtioenst PolfaCnaspital Assets

FoPrmlea1s0e9n9o-RtertehpaotrthsebIoRtSh fhuallsamndadpearstiiganl idfiicsatrnibt ucthioansgefrsotmo tyhoeurmmetuhtoudalinfuwndhich capital retgiraeimnseannt dpllaonssaecscoaurentrse.ported. In past years, capital gains and losses were reported

on Schedule D, Form 1040 (Capital Gains and Losses). Information reported to you on uForIfmyo1u09h9a-vBe wmiollrneetehdantoobne erenttiereremdeonnt pFloarnma8cc9o4u9n(tSwalieths antadxOabthlerdDisitsrpiboustiitoionns of

Caipnitoaul Ar sfasmetisly). of mutual funds, you will receive one consolidated Form 1099-R. uCDcaaIVpIadpfiiiwtTstyaartoilarlluligdbgcaihuaotiiaitnnonivostneidnnaaislmusnItefdRroriotArbloemouasbttnsiheeoedaansencasnhtohtpRentaaoyretieptdhmdteybIapdoRyyefiAryre--hooecafuttivsrlrryeeeemtmporireuaneesrtmnuSautatcleetlhaenfceFdtucdoanforurcdmuolcesnmsottDu.h1t.nah0Ftte9owa9rsrmi-aetRhler8wue9opsi4rl--ol9erbtxfieecsodhrpuaroesonnxedgadFuemoctoorpemfldreye,f1opo0uor9rrt9Plemausteuanloftuentdhasthawreesdion n2o0t1r9e.pYoorut wdiislltrriebcuetiivoensFofrrmom10re9t9ir-eBmifeynotuacsocloduonrtsexhcehldanbgyed othsehrarceussitnodyioaunrsn. on-money market or non-retirement mutual fund account. YouThweilIlRrSecceoinvseidaeFrosramn 1e0x9ch9a-Rngief yoofushwaitrhedsrteowbaestsheetssafrmome aysouarsraelteiroefmsehnatrepsla.nAs noted acicnouthnet,seavmenplief yaot urigrohltl,eednttheermtheovienrfoarnmdarteioinnvferostmedyothuermFoirnman1o0t9h9e-r Breitnirethmeeanpt pprloapnriate acacroeuanst owfitFhoirnm6089d4a9y.sP. YaortuIwofillthaelsfoorremceisivfeorasFhoorrmt-t1e0rm99g-RainifsyoorulotososkesyoaunrdrPeatirrteImI iesnftor aclcoonugn-ttedrimvidgeanidnsdoisrtrloibsusteiosn. sEainchcassahle, bmuutsntobteifrtehpeoyrtaerde sreeipnavreastteelyd. into your riayinneostOtmaDu22iderbr00nereuiomntc22mfsruies00atntetc,.debFrncatuidoethtopciroemabemittincnyaodpactln8itlelsoehgs9rtIuteaRer4iininsidAb9IntgsRu.siuthSntIFofeiaaootddynsahnriodmsesbbRutyeloraho8itetbpatosh9nhupvso4eeIetrkpR9iosoIrbARmpenoaerSproinecaarSodnoretrecedtathdehchbgeo.eaofgdYnonxrtousroeeuulotgysealnoawtloDeutylnieo,rlodldnpSmuirsgleacretu-cchratttiaeceeusbxioderauvmruelatdrilfdeoeiaucnvvnnagDiiFsedfpo.rotwioorFtirmna.mottvlhrheg1eyeasa0odtFti9umydnor9pisret-emrinaoeRontnt8siifdarf,9eldytl4miohions9seuetfsronotiecrbortmostuaSantgacclivoetchseinnooherentudoernrudattl-lely You will not receive a Form 1099-R if you arranged to move your IRA account as a trustee-to-trustee transfer of assets directly to another IRA account without taking possession of the funds. You will receive a year-end statement in January 2021 that reports the value of your account as of December 31, 2020. Please consult your tax advisor for guidance on reporting the information from Form 1099-R on your tax return.

PAPGAEG6E 6

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download