Tax Center

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.

Tax Statements

View and download your tax statements through your mutual fund account.

To access your tax forms, first log in to your account, then select the "Online Tax Forms" tab from the top of the page.

Log in

You may receive one or more of the tax forms listed below from Columbia Threadneedle Investments (Columbia Threadneedle), depending on your holdings. For more details and FAQs on any of your tax forms or backup withholdings, please refer to our Tax Guide.

Duplicate Form Requests

Duplicate tax forms can be obtained in the following ways:

  • Download your tax forms and enclosures online through your mutual fund account for the current tax season. Prior year forms are also available online.
  • Call a Columbia Threadneedle representative at 800.345.6611 or refer to the contact information on the back of your tax forms. Representatives will be available Monday through Friday, 8 a.m. to 7 p.m. EST. Please note that there may be a fee for each duplicate statement requested.
  • Duplicate Year End Statement and Tax Form Request
Statement Purpose IRS Mailing Deadline

1099R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, etc.

Reports any reportable distributions paid from your retirement account.

February 2

1099Q: Payments from Qualified Education Programs

Reports payments and distributions from a Coverdell Education Savings Account (formerly known as the Education IRA).

February 2

1099DIV: Dividends and Distributions

Reports taxable ordinary dividends or capital gains distributed from the previous year.
Reports taxes withheld from your dividends even if you reinvested all fund distributions.

February 17

1099B: Proceeds from Broker and Barter Exchange Transactions

Reports proceeds from any redemption or exchange of shares from one fund to another.

February 17

5498-ESA: Coverdell ESA Contribution Information

Reports contributions made to a Coverdell Education Savings Account (formerly known as a the Educational IRA)

April 30

5498: IRA Contribution Information

Reports any regular or rollover IRA contributions, or Roth contributions, as well as the fair market value of your retirement account(s) for the previous tax year.

June 1

NOTE: The fair market value of your retirementaccount(s) is also listed on your year-end statement. You do not need Form 5498 to file your tax return.

NOTE: If the standard IRS mailing deadline falls on a weekend or holiday, the adjusted deadline will be the next business day. The above table reflects these adjustments for 2015.

Guides and Resources

2014 Guide Purpose
2014 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.


For general tax form questions, please contact us at


Monday through Friday
8:00 a.m. – 7:00 p.m. Eastern

Representatives cannot provide tax advice.