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Tax Guide

Information about your 2024 Tax Forms for mutual funds. Click on the FAQs-Guides link name to learn more about that form.

Form FAQs - Guides Mail Dates* Available
Online?**

1099-R
Retirement Plan Distributions

1099-R Information

January 31 Yes

1099-Q
Coverdell ESA Distributions

1099-Q Information

January 31 Yes

1099-DIV/B
Dividends and Distributions
Redemptions and Exchanges of Shares

1099-DIV/B Information
Cost Basis Information

February 15 Yes

1042-S
Foreign Person’s Income Subject to Withholding

1042-S Information

March 15 No

5498-ESA
Contributions to Coverdell ESA’s

5498-ESA Information

April 30 Yes

5498
Contributions to Retirement Plans

5498 Information

May 31 Yes

* If any date shown falls on a Saturday, Sunday, or legal holiday, the due date is the next business day.
** Forms will be available online by their required mail dates

Click here to login to your account and view the available internet version of your tax forms.

This information does not constitute tax advice. Please consult your tax advisor and/or state and local tax offices for more complete information.

 



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Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Guggenheim Wealth Solutions, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors.

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