Taxes & Distributions

We've made it easier for your clients to find important information and forms to help guide them through their tax preparation, and the most up-to-date reports on capital gains and dividends. It's everything they need, all in one place.

TAX, CAPITAL GAINS AND DIVIDEND INFORMATION

Help your clients find the resources they need to make their tax preparation experience less daunting, including tax forms, reports on capital gains and dividends, and answers to their most common questions. While most of the information they need is here, we encourage investors to consult with their tax advisor or qualified investment consultant for additional tax guidance.

TAX FORM INFORMATION

CAPITAL GAINS & DIVIDENDS

ADDITIONAL TAX RESOURCES

REQUEST DUPLICATE TAX FORMS

Need duplicate tax form copies? Here are three ways to access them:

Download your tax forms online
Call us at 800.345.6611, Monday–Friday, 8 a.m.–7 p.m. ET
Complete this request (PDF) for a Duplicate Year End Statement and Tax Form

VISIT THE IRS WEBSITE

Have questions and need to talk to someone? Want to make sure you have everything you need to complete your taxes properly? The IRS website can help.

Visit irs.gov for more information

Disclosures

Columbia Threadneedle Investments and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation or if they have tax preparation questions.

You should refer to the appropriate fund prospectus and statement of additional information (SAI) for further information on charges and expenses, the tax rules applicable to the fund and its shareholders, and important information on investment objectives and risks of investing in a fund.