MUTUAL FUNDS

Find Information About Your State Farm® Mutual Fund Tax Documents Here

After you've requested duplicate records, check out the list below of additional materials that may be useful while filing your tax returns. Materials are listed in alphabetical order.

These materials can be found at most federal post offices, any office of the Internal Revenue Service (IRS) or can be downloaded from the IRS web site.

  • Additional taxes on qualified plans (including IRAs) and other tax-favored accounts
    IRS Instructions for Form 5329

  • Archer MSAs and long-term care insurance contracts
    IRS Instructions for Form 8853

  • Basis of assets
    IRS Publication 551

  • Charitable contributions
    IRS Publication 526

  • Distributions from an HSA or Archer MSA and contributions to an HSA or Archer MSA
    IRS Instructions for Forms 1099-SA and 5498-SA

  • Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. and IRA contribution information
    IRS Instructions for Forms 1099-R and 5498

  • Dividends and distributions
    IRS Instructions for Form 1099-DIV

  • ESA — Coverdell ESA contribution information
    IRS Instructions for Form 5498

  • Foreign tax credit (individuals)
    IRS Publication 514

  • Foreign tax credit (individual, estate or trust)
    IRS Instructions for Form 1116

  • Foreign tax credit (corporations)
    IRS Instructions for Form 1118

  • Health savings accounts and other tax-favored health plans
    IRS Publication 969

  • Interest income
    IRS Instructions for Form 1099-INT

  • Individual retirement arrangements (IRAs)
    IRS Publication 590

  • Investment income and expenses
    IRS Publication 550

  • Medical and dental expenses
    IRS Publication 502

  • Nondeductible IRAs
    IRS Instructions for Form 8606

  • Payments from qualified education programs (Under Sections 529 and 530)
    IRS Instructions for Form 1099-Q

  • Proceeds from broker and barter exchange transactions
    IRS Instructions for Form 1099-B

  • Retirement plans for small business (SEP, SIMPLE, and Qualified Plans)
    IRS Publication 560

  • Tax benefits for education
    IRS Publication 970

  • Tax rules for children and dependents
    IRS Publication 929

  • Tax-sheltered annuity plans (403(b) Plans) for employees of public schools and certain tax-exempt organizations
    IRS Publication 571

  • U.S. individual income tax return
    IRS Instructions for Form 1040

Risk Disclosures

Investing involves risk, including the potential for loss.

AP2014/03/0838
MPC #140786 exp 03.15