Tax Center

Tax preparation

• Tax calendar
• Form 1099-DIV
• Form 1099-B
• Cost basis reporting—New regulations for mutual funds in 2012
• Frequently asked questions
• IRS resources
• Direct deposit of your tax return refund

Wells Fargo Advantage Funds tax information

• Year-end distributions
• 2012 Municipal and tax-free funds (pdf)
• 2012 U.S. government obligations (pdf)
• Foreign tax credit
• Corporate dividend exclusion

Fund-specific tax information

• August 2011 merger-related distributions
• December 2011 money market fund closings
• March 2012 Social Sustainability Fund and Health Care Fund liquidations
• Form 8937—Health Care Fund*
• Form 8937—Social Sustainability Fund*
• Form 8937—Strategic Large Cap Growth Fund*
• October 2012 Income Plus Fund income and capital gains distributions
• Form 8937—Adjustable Rate Government Fund*
• Form 8937—Global Dividend Opportunity Fund*
• Form 8937—Diversified Small Cap Fund*
• Form 8937—Equity Value Fund*
• Form 8937—Small/Mid Cap Core Fund*
• March 2013 merger-related distributions
• March 2013 CoreBuilder Series G liquidations
• Form 8937—CoreBuilder Series G*

*This is a required filing under the revised Treasury regulations for cost basis reporting that began in 2012. Information on Form 8937 is not to be used for tax reporting. Any impact to your account will be provided on Form 1099-DIV and/or 1099-INT by February of the following year.

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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Tax planning resources

• Tax break analyzer
• The benefit of municipal investing
• Is my IRA deductible?
• Your IRA choices