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Tax Center

Download the Domini Funds 2013 Tax Guide for imporant information regarding your 2013 tax return preparation, including explanations for any income tax forms that you may receive from us, general information on how to report this information on your tax return, answers to frequently asked questions, and other useful tax information.

The tax forms mailing calendar below lets you know when you can expect the tax forms that you need in order to complete your tax returns. All tax forms will be mailed by the first business day on or after the date provided.

Tax Form
Who needs it?
When is it mailed by?
Investors who own a retirement account and took a distribution or recharacterized IRA assets.
January 31
Investors who own a Coverdell Education Savings Account (ESA) and took a distribution or re-characterized ESA assets.
January 31
Investors who own a non-retirement mutual fund account and received $10 or more in taxable dividends and capital gain distributions.
February 15
Investors who own a non-retirement deposit account and received $10 or more in taxable interest income.
February 15
Investors who redeemed or exchanged shares in a non-retirement mutual fund account.
February 15
1042-S
Non-resident aliens who earned U.S.-source income.
March 15
Investors who made a contribution (including rollovers, conversions, recharacterizations and reconversions) to a Coverdell ESA.
April 30
Investors who made a contribution (including rollovers, conversions, recharacterizations, reconversions and employer contributions) to an IRA.
May 31
Form 8937 (Report of Organizational Actions Affecting Basis of Securities) is filed by issuers of specified securities to report organizational actions that affect the basis of the securities involved in the organizational actions.
Not mailed. (Download here.)