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Browse our collection of articles about important tax-planning subjects.
Taxes are an important consideration for mutual fund investing. Learn about the different ways a mutual fund can generate income for you if you hold shares in a non-tax-qualified account.
Cost basis reporting regulations have changed, requiring mutual funds to report cost basis information to shareholders and the IRS. Read more to learn about cost basis reporting and find out how these changes affect you.
There are so many ways you could spend your refund, but there might be better alternatives to consider.
You can deposit your tax refund into one or more of your Associate State Farm Mutual Funds® accounts directly. Follow these step-by-step instructions when you file your taxes.
A little planning at tax time may make a big difference in your retirement.
To help you prepare your taxes, review the information below specific to your State Farm Mutual Funds®.
Here you'll find the scheduled mailing dates for the different tax forms. Our tax information booklets will be mailed mid- to late- February.
These tables show our associate funds and may be used in preparing your income tax returns.
If you maintain a State Farm Mutual Funds account, you may receive one or more forms, depending on your account activity.
Get information specific to dividends and capital gains.
Get information on how to request a duplicate year-end statement or tax form.
Before investing in a 529 plan, consider the plans investment objectives, risks, charges, and expenses. Contact the plan issuer for an official statement containing this and other information. Read it carefully.
An investor should consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program.
Securities distributed by State Farm® VP Management Corp.
Neither State Farm® nor its agents provide tax or legal advice.
State Farm (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates) is not responsible for, and does not endorse or approve, either implicitly or explicitly, the content of any third party sites hyperlinked from this page. State Farm has no discretion to alter, update, or control the content on the hyperlinked, third party site. Access to third party sites 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 third party sites.
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.