Welcome to the Tax Center — The Place for Tax Questions and Answers

Find answers to some of the most commonly asked tax questions. Click on a question below to read the answer.

• When will I receive my tax forms?

• Why did I receive a 1099 form?
  • IRS Form 1099-R reports distributions from a 401(k) or a traditional, Roth, SEP, or SIMPLE IRA. You will only receive this form if there was a distribution.
  • IRS Form 1099-Q reports distributions from a qualified tuition program under Section 529, or a Coverdell ESA.
  • IRS Form 1099-SA reports distributions from an Archer MSA.
  • IRS Form 1099-DIV reports taxable dividends and capital gains of $10 or more paid to the shareowner, whether paid in cash or reinvested. It also reports tax exempt interest dividends and private activity bond interest paid by the Tax Advantaged Bond Fund and Municipal Bond Fund.
  • IRS Form 1099-B reports redemptions and exchanges from a non-tax qualified account.

• What is a capital gains distribution?

• How do I get a copy of my year-end investor statement or tax form?

Login to your account online or call us at 800-447-4930.

• When is the deadline to do a conversion for a given tax year?

• When is the deadline to perform a recharacterization of IRA contributions?

• What happens if I contribute too much to my IRA?

• Why did I receive my form 5498 in May? I have already filed my taxes. Now what do I do?

• Why did I not receive a 1099-DIV for my IRA?

• If I reinvest my dividend and capital gain distributions, do I still have to pay taxes on these distributions during the current tax year?

• Why is an exchange taxable if I didn't receive any cash proceeds from the transaction?

• What if I perform a redemption or exchange that results in a capital loss?

• Where can I find my cost basis information?

To help you prepare your taxes, review the information below specific to your State Farm Mutual Funds^®.

• Expected tax form mailing dates

Here you'll find the scheduled mailing dates for the different tax forms. Our tax information booklets will be mailed mid- to late- February.

• Retail Tax Tables [PDF-280.3KB]

These tables show our retail funds and may be used in preparing your income tax returns.

• Associate Tax Tables [PDF-309.9KB]

These tables show our associate funds and may be used in preparing your income tax returns.

• Summary of Tax Forms

If you maintain a State Farm Mutual Funds account, you may receive one or more forms, depending on your account activity.

• Dividends and Capital Gains [PDF-262.4KB]

Get information specific to dividends, capital gains and foreign taxes.

• Record Keeping and Requesting Duplicate Statements

Get information on how to request a duplicate year-end statement or tax form.

• Federal Income Tax Information [PDF-77.7KB]