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Mailing Dates for Fidelity Forms
Our
tax form mailings calendar lets you know when you can expect the tax forms that
you need in order to complete your tax returns. Please see our brochure for details on Form 1099
and other helpful information.
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TAX FORM
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WHO NEEDS IT?
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WHEN IS IT MAILED?
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Mutual Fund 1099
Tax Reporting Statement
(1099-DIV, 1099-B,
1099-INT)
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If you own a
non-retirement mutual fund account and/or money market account and received
taxable dividend income, interest income or capital gain distributions, or
sold shares of a mutual fund. (Read
our important tax information brochure). If your account earned less than
$10 in interest you will not receive a 1099.
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January 31
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1099-R
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If you own a retirement
account and took a distribution or re-characterized IRA assets.
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January 31
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5498
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If you made a
contribution (including rollovers, conversions, recharacterizations,
reconversions and employer contributions) to your Domini IRA, SEP IRA, Roth
IRA or Coverdell Education Savings Account.
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June 2
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1042-S
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If you are a non-resident
alien and earned U.S. source income.
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March 15
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Note: Domini does not provide tax advice. If you need further assistance preparing
your tax return, you should consult a tax advisor.
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| You should consider the Domini Funds' investment objectives, risks, charges and expenses carefully before investing. or a copy of the Funds' current prospectus for more complete information on these and other topics. Please read the prospectus carefully before investing or sending money. |
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For more information about the Domini Funds or to speak with a shareholder representative, call 1-800-762-6814. DSIL Investment Services LLC, Distributor.
Important Legal Information Notice for Non-U.S. Investors
© 1997-2007 Domini Social Investments LLC. All rights reserved. |
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