How will I receive the tax information regarding capital gain distribution?
Thrivent Financial provides estimated capital gain information with the third quarter statements each year. The information is also available online and will be updated monthly until the distributions are made. The estimated capital gain information is subject to change based upon fund activity. Your 4th quarter statement will include the amounts of any capital gain distributions made for the fund. This information will also be available online. For tax purposes, you will need to use Form 1099-DIV to obtain the proper allocation of dividend and capital gain information. Your Form 1099-DIV will be mailed to you by January 31st of a given year, unless you are invested in either the Thrivent Real Estate Securities Fund, Thrivent Equity INcome Plus Fund, or the Thrivent Diversified Income Plus Fund. Form 1099-DIV will not be mailed until later in February due to the Funds’ holdings in real estate investment trusts (REITs). Funds that invest in REITs must wait until after year end in order
