预计寄税日期
This information is intended to serve as a reference tool to assist you with filing your federal and state tax returns, but it is not intended to serve as legal or tax advice. For any specific tax questions, you should contact the IRS at 800-829-1040, visit its website at 国税局.政府 or consult your professional tax advisor.
Form 1099-R — Distributions from Pensions, 年金, 退休, 或利润分享计划, ira, pp王者电子官网合同等.
If you maintain a Traditional 个人退休 Account (IRA), 罗斯IRA, Simplified Employee Pension Plan (SEP), 储蓄 Incentive Match Plan for employees (SIMPLE), or an employer retirement plan account and received distribution from your account.
Form 1099-Q — Payments from Qualified Education Programs (Under Sections 529 and 530)
You will receive this form if you maintain a qualified tuition program under IRC Section 529, or a Coverdell 教育储蓄 Account (ESA) under IRC Section 530 and distribution was made during the tax year.
Consolidated 1099 Form (1099-DIV, 1099-B and 1099-INT)
Form 1099-DIV — Dividends and Distributions
You will receive this form if you maintain a non-retirement account and received taxable dividend income and capital gain income ($10 or more) which was earned by the fund's investments. This includes distributions paid directly to you in cash and distributions reinvested to purchase additional shares.
Form 1099-B — Proceeds From Broker and Barter Exchange Transactions
You will receive this form if you maintain a non-retirement account and you redeemed or exchanged funds during the tax year.
利息收入
You will receive this form if you maintain a non-retirement account and received $10 or more in interest.
Form 5498 — ESA — Coverdell ESA Contribution Information
Form 5498-ESA reports Coverdell ESA 贡献 and rollover 贡献 made for the tax year.
Form 5498 — IRA Contribution Information
表格5498报告展期, 贡献, conversions and recharacterizations made to your 传统的爱尔兰共和军, 罗斯IRA, SEP IRA或SIMPLE IRA. The form also reports the fair market value of your account as of year-end.
共同基金披露
Neither State Farm® nor its agents provide tax or legal advice.
State Farm (including State Farm Mutual 汽车mobile pp王者电子官网 Company and its subsidiaries and affiliates) is not responsible for, and does not endorse or approve, either implicitly or explicitly, the content of any 第三方网站s hyperlinked from this page. State Farm has no discretion to alter, 更新, or control the content on the hyperlinked, 第三方网站. Access to 第三方网站s is at the user's own risk, is being provided for informational purposes only and is not a solicitation to buy or sell any of the products which may be referenced on such 第三方网站s.
Before investing in a 529 plan, consider the plans investment objectives, 风险, 指控, 和费用. 联系 the plan issuer for an official statement containing this and other information. 仔细阅读.
Securities distributed by State Farm® VP Management Corp.
Not FDIC Insured* | No Bank Guarantee | May Lose Value
(*Except the Bank 储蓄 Investment Option)
Investors should consider before investing whether their or their beneficiary’s home state offers any state tax or other state benefits such as financial aid, 奖学金基金, and protection from creditors that are only available for investments in such state’s qualified tuition program and should consult their tax advisor, attorney and/or other advisor regarding their specific legal, 投资或税务情况.
AP2024/01/0171