Form 1099-B, Proceeds from Broker and Barter Exchange Transactions will be mailed to shareholders who have sold any of their fund shares during the year. (See the answer to the question: Why did I receive Form 1099-B, and where do I report the information?
• If you are required to receive Form 1099-DIV and Form 1099-B, both forms will be consolidated into one mailing. Shareholders who have sold shares during the year will also generally receive Cost Basis Statements. (See the discussion under Cost Basis Statement.) • Form 1099-INT, Interest Income, will be mailed to shareholders who have received distributions of tax-exempt interest dividends from their funds. • If you are a nonresident alien, you will receive Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding. • If you are contributing to an IRA, you will receive Form 5498, IRA Contribution Information. • If you are contributing to a Coverdell ESA, you will receive Form 5498-ESA, Coverdell ESA Contribution Information. • If you receive distributions from a retirement account, including an IRA, you will receive Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. • If you receive distributions from a
