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. 2016 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.

For more details and FAQs on any of your tax forms or backup withholding, please refer to our 2016 Tax Guide.

Duplicate Form Requests

Duplicate tax forms can be obtained in the following ways:

  • Clients can download their tax forms and enclosures online through their mutual fund account starting the first week in February for the current tax season. Prior year forms are also available online. We provide current year and two prior years of tax forms online.

  • Call a Columbia Threadneedle representative at 800.345.6611 or refer to the contact information on the back of the tax forms. Representatives will be available Monday through Friday, 8 a.m. to 7 p.m. ET. 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.

January 31

1099Q: Payments from Qualified Education Programs

Reports payments 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)

May 1

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 2017.

Guide Purpose
2016 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.

Have A Question?

For general tax form questions, please contact us at

800.345.6611

Monday through Friday
8:00 a.m. - 8:00 p.m. Eastern

Representatives cannot provide tax advice.