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2012 Tax Information Calendar
These forms will be available by the dates listed below. You will be able to access tax information and instructions online as they become available.
Note: Tax information is only mailed or present online if your account has had a taxable event.
| Regular Accounts |
| Form |
You will receive this form if you have had… |
Available |
| 1099-DIV |
- Dividends & Short-Term Capital Gains Distributions
- Qualified Dividends
- Long Term Capital Gain Distributions
- Taxes Withheld
- Foreign Tax Credit
|
January 31, 2013* |
| 1099-B |
Redemptions—Shares sold or exchanged, including realized gains and losses on redemptions and exchanges.
|
| 1042-S |
Non-Resident Alien Income—Withholding |
March 15, 2013 |
| IRA Accounts |
| Form |
You will receive this form if you have had… |
Available |
| 1099-R |
Distributions for:
- Retirement accounts (i.e. Traditional IRAs, Roth IRAs)
- Roth Conversions
|
January 31, 2013 |
| 5498 |
Contributions made to Retirement accounts (i.e., Traditional IRAs, Roth IRAs). |
May 31, 2013 |
| 529 Accounts |
| Form |
You will receive this form if you have had… |
Available |
| 1099-Q |
Distributions made from an account prior to October 26, 2012. |
January 31, 2013 |
| Coverdell ESA Accounts |
| Form |
You will receive this form if you have had… |
Available |
| 1099-Q |
Distributions made from an account. |
January 31, 2013 |
| 5498 ESA |
Contributions made to an account. |
April 30, 2013 |
*The IRS extended the mailing deadline to February 15 for Forms 1099-DIV and 1099-B. As a result, you may receive these forms later than prior years. However, we anticipate that your Wells Fargo Advantage Funds Forms 1099-DIV and 1099-B will be mailed by January 31.
Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.
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Questions? Investment Specialists are available 24 hours a day at 1-800-359-3379.
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