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.

When will tax statements be available?

Tax statements will be mailed starting in February according to the schedule below. 2017 Online tax forms will be available the first week in February within your mutual fund account.

Tax Statements

You may receive one or more of the tax forms listed below from Columbia Management Investment Services Corp., depending on your holdings.

Duplicate Form Requests

Duplicate tax forms can be obtained in the following ways:

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.

January 31

1099Q: Payments from Qualified Education Programs

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

January 31

1099DIV: Dividends and Distributions

Reports dividends and distributions from the previous year. Reports taxes withheld from your dividends even if you reinvested all fund distributions.

February 15

1099B: Proceeds from Broker and Barter Exchange Transactions

Reports proceeds and certain other tax information from any redemption or exchange of shares from one fund to another.

February 15

5498-ESA: Coverdell ESA Contribution Information

Reports contributions made to a Coverdell Education Savings Account (formerly known as the Education 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.

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.

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 2018.

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.

Have A Question?

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.