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Form 1099-DIV — Dividends and Distributions
You will receive this form if you maintain a non-retirement account and received taxable dividend income and capital gain income ($10 or more) which was earned by the fund's investments. This includes distributions paid directly to you in cash and distributions reinvested to purchase additional shares.
1099-B — Proceeds From Broker and Barter Exchange Transactions
You will receive this form if you maintain a non-retirement account and you redeemed or exchanged funds during the tax year.
Form 1099-SA — Distributions from a HSA or Archer MSA
You will receive this form if you maintain a Health Savings Account (HSA) or an Archer Medical Savings Account (MSA) and received distributions from your HSA or MSA.
Form 1099-R — Distributions from Pensions, Annuities, Retirement, or Profit Sharing Plans, IRAs, Insurance Contracts etc.
If you maintain a Traditional Individual Retirement Account (IRA), Roth IRA, Simplified Employee Pension Plan (SEP), Savings Incentive Match Plan for employees (SIMPLE), or an employer retirement plan account and received distribution from your account.
Form 1099-Q — Payments from Qualified Education Programs (Under Sections 529 and 530)
You will receive this form if you maintain a qualified tuition program under IRC Section 529, or a Coverdell Education Savings Account (ESA) under IRC Section 530 and distribution was made during the tax year.
Form 5498 — ESA — Coverdell ESA Contribution Information
Form 5498-ESA reports Coverdell ESA contributions and rollover contributions made for the tax year.
Form 5498 — IRA Contribution Information
Form 5498 reports rollovers, contributions, conversions and recharacterizations made to your Traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA. The form also reports the fair market value of your account as of year-end.
Form 5498 — SA — HSA or Archer MSA Information
Form 5498-SA reports rollovers and contributions made to your HSA and Archer MSA. The form also reports the fair market value of your account as of year-end.
This information is intended to serve as a reference tool to assist you with filing your federal and state tax returns, but it is not intended to serve as legal or tax advice. For any specific tax questions, you should contact the IRS at 800-829-1040, visit its website at irs.gov or consult your professional tax advisor.
Mutual Funds Disclosures
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.
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.
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