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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 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 retail funds and may be used in preparing your income tax returns.
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, capital gains and foreign taxes.
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.
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