Taxes & Distributions
We’ve made it easier to help your clients find the important information and forms to guide them through their tax preparation along with the most up-to-date reports on capital gains and dividends. It's everything they need, all in one place.
Help your clients find the resources they need to make their tax preparation experience less daunting. Much of the information they need is included here and we encourage investors to consult with their tax advisor or qualified investment consultant for additional tax guidance.
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.
How to request duplicate tax forms
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.
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
Tax Filing Resources
Contains details and FAQs about your tax forms, including information on cost basis reporting.
Lists the percentage of fund ordinary distributions that were derived from U.S. government obligations. Many states do not tax the portion of your fund's ordinary distributions that comes from U.S. Treasury securities and obligations issued by many agencies of the U.S. government.
Lists information to help you compute foreign source income, foreign source qualified dividends, and foreign tax paid, if you qualify for the foreign tax credit.
Contains tax information for Columbia Threadneedle corporate shareholders.
If your corporation invests in the funds listed, you may be able to take advantage of the dividends-received deduction for corporations.
Helps calculate the amount of income that is reportable to your state and local tax authorities.
Provides information for those who are subject to the alternative minimum tax (AMT).
In many instances, interest from municipal bonds is tax-exempt in the state from which the bonds were issued, but not in other states.
Supplemental Tax Information
Capital Gains & Dividends
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.
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, the tax rules applicable to the fund and its shareholders, and important information on investment objectives and risks of investing in a fund.