Find the resources you need to help make your tax preparation experience easier. We encourage you to consult with your tax advisor or qualified investment consultant for guidance in preparing your tax returns.
View and download your 2013 tax statements through your mutual fund account.
2013 Tax Statements
You may receive one or more of the tax forms listed below from Columbia Management, depending on your holdings. For more details and FAQs on any of your tax forms or backup withholdings, please refer to our Tax Guide.
|Statement||Purpose||IRS Mailing Deadline|
|1099R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, etc.||January 31|
|1099Q: Payments from Qualified Education Programs||January 31|
|1099DIV: Dividend Income||February 15|
|1099B: Proceeds from Broker and Barter Exchange Transactions||February 15|
|5498-ESA: Coverdell ESA Contribution Information||April 30|
|5498: IRA Contribution Information||May 31 |
NOTE: The fair market value of your retirement account(s) is also listed on your year-end statement. You do not need Form 5498 to file your tax return.
Duplicate form requests
Duplicate tax forms can be obtained in one of two ways:
2013 Guides and Resources
|2013 Tax Guide|
|U.S. Government Income Information|
|Foreign Source Income & Foreign Tax Paid Information|
|Corporate Dividends Received Deduction Information|
|Income Earned by State Information|
Although we cannot provide tax advice, our representatives are available to answer questions on how we prepared the tax forms for your account. Please consult your tax advisor if you have any questions about how to report tax information.
Columbia Management Investment Distributors, Inc. and its affiliates do not offer tax or legal advice. Consult with your tax advisor or attorney regarding your specific situation.
You should refer to the appropriate fund prospectus and statement of additional information (SAI) for further information on charges and expenses, and important information on investment objectives and risks of investing in a fund.