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Find the statements, guides and tools you need for tax filing season, as well as helpful tax planning strategies for any time of year.
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Ivy Investments offers copies of tax reporting forms online. These forms (such as 1099-DIV, 1099-B and 1099-R) will be mailed to all shareholders with reportable activity, and exact copies are available online for viewing and printing.
To view these forms:
- Log in to your account via the Access Your Account option.
- Select the Tax Documents link under the Statements heading.
If you want to view your tax forms but have not set up online access to your account, you may do so by selecting the Create User ID option on the Access Your Account page. If you need assistance, please contact Client Services at 1-888-923-3355.
Below is a list of the tax information you may receive and the required mail dates. The tax forms will be mailed on or before the dates listed below; please allow at least five business days for the information to arrive.
|Required Mail Date||Form||Definition|
|February 15th||Form 1099-DIV||Reports taxable dividends and capital gains.|
|February 15th||Form 1099-B||Reports proceeds from the sale of shares by either redemption or exchange from a fund other than a money market or an IRA.|
|January 31st||Form 1099-R||Reports distributions from IRA's or Qualified Plans.|
|January 31st||Form 1099-Q||Reports distributions from qualified educations programs, including Coverdell Education Savings accounts and state tuition programs.|
|End of February||Form 1099-DIV &
|The Ivy Apollo Multi-Asset Income, Ivy LaSalle Global Real Estate, Ivy LaSalle Global Risk-Managed Real Estate and Ivy Real Estate Securities Funds will not mail tax form statements (1099-DIV and 1099-B) until the end of February. Ivy Global Real Estate, Ivy Global Risk-Managed Real Estate and Ivy Real Estate Securities Funds invest predominantly in real estate investment trusts (REITs), as defined under Internal Revenue Code Section 856. Although Ivy Global Real Estate, Ivy Global Risk-Managed Real Estate and Ivy Real Estate Securities Funds will identify the total amount of distributions received from the REITs during the tax year, the Funds cannot identify the tax character of these distributions until at least January 31st of the following year, when the form 1099 information is received from the REITs in which the Funds are invested.
Please note that, in order to address the special nature of these Funds, Ivy LaSalle Global Real Estate, Ivy LaSalle Global Risk-Managed Real Estate and Ivy Real Estate Securities Funds obtain an extension of the standard date from the Internal Revenue Service each year.
|March 15th||Form 1042S||Reports taxable dividends and income tax withheld on accounts owned by nonresident aliens.|
|April 30th||Form 5498-ESA||Reports contributions and rollovers to Coverdell Education Savings Accounts.|
|May 31st||Form 5498||Reports contributions and rollovers to IRA's, Roth IRA's, SEP accounts and SIMPLE accounts.|
If you have any questions or you do not receive the appropriate tax forms, please contact a client service representative at 1-888-WADDELL (1-888-923-3355) Monday through Friday from 7:30 a.m. to 7:00 p.m. CST.
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The tax information in this section of the website is for informational purposes only. It is not intended, and should not be construed, as recommendation, or legal, tax or investment advice. You should consult your tax advisor to answer questions about your specific situation or needs.
This is for informative purposes only. Waddell & Reed financial advisors do not offer tax advice. You may want to consult with your accountant or tax advisor to discuss your personal situation.