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CAPITAL GAINS DISTRIBUTIONSGet the latest, year-end and historical capital gains and distribution information.
STATE/OTHER TAX ISSUESFind out about Fund specific state/other tax issues.
UNDERSTANDING YEAR-END TAX FORMSDescription, purpose and approximate mailing date of the most commonly used tax forms issued to shareholders of Dreyfus mutual funds.
TAX SMART INVESTINGFor many investors, it isn't what you earn that counts in the end, but what you get to keep — your after-tax return.
FORM 8937: ORGANIZATIONAL ACTIONSIssuers of corporate securities are required to complete Internal Revenue Service Form 8937. The Fund's completed Forms 8937 can be found below.
Important Tax Information
| DATE | FORM | DESCRIPTION |
|---|---|---|
|
November 2018 |
Estimates of capital gains distributed to shareholders as of the fund's record date. (Note: Final amounts could differ.) |
|
|
September 2018 |
Estimates of capital gains distributed to shareholders as of the fund's record date. (Note: Final amounts could differ.) |
|
|
Online November 2018 |
Frequently asked questions on capital gain distributions |
|
|
Mail by Early January 2019 |
Year-End Statements |
Reports, distributions and activity in each fund account for the year. |
|
|
Statement of Tax Exempt Income |
If applicable, you will receive the statement with your year-end statement. |
|
Mail by January 31, 2019 |
Form 1099-DIV |
Reports taxable income and capital gain distributions over $10. Accounts without a required form 1099-B will be mailed by this date. |
|
Mail by January 31, 2019 |
Form 1099-R |
Reports distributions from retirement accounts. |
|
Mail by January 31, 2019 |
Form 1099-Q |
Reports distributions from Coverdell ESA accounts. |
|
Mail by February 15, 2019 |
Form 1099-B |
Reports redemption proceeds from sales or exchanges made in Dreyfus non-retirement mutual fund accounts (except money markets). Accounts requiring both Form 1099-B and Form 1099-DIV will be mailed by this date. |
|
March 2019 |
Spillback distributions are taxable in the year received, even though they represent ordinary income and/or capital gains earned by the funds in the previous year. Available March 2019. |
|
|
Mail by March 15, 2019 |
Form 1042-S |
Reports taxable dividends and income tax withheld on accounts owned by nonresident aliens. |
|
Mail by April 30, 2019 |
Form 5498-ESA |
Reports all Coverdell Educational Savings Account contributions for the 2017 tax year. |
|
Mail by May 31, 2019 |
Form 5498 |
The IRS offers several informative booklets covering the entire range of federal income taxation. One of the most useful is IRS Publication 564, Mutual Fund Distributions and Cost Basis. All of these publications are available free of charge by calling 1-800-TAX-FORM. You may also visit the IRS Web site at www.irs.gov for publications, forms, and other tax information. And, of course, if you have any questions about your Dreyfus account, call us at 1-800-DREYFUS.
The information set forth here is general in nature and does not constitute tax advice. Specific questions should be discussed with your tax advisor.
MARK-30422-2018-06-15