Tax Center

Provides capital gains distributions, state and other tax issues as well as information on tax related
forms and more for the BNY Mellon Family of Funds and the Dreyfus Money Market Funds.

 

State/Other tax issues

Find out about Fund specific state/other tax issues.

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Understanding year-end tax forms

Description, purpose and approximate mailing date of the most commonly used tax forms issued to shareholders of BNY Mellon mutual funds.

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Tax smart investing

For many investors, it isn’t what you earn that counts in the end, but what you get to keep – your after-tax return.

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Form 8937: Organizational Actions

Issuers of corporate securities are required to complete Internal Revenue Service Form 8937. The Fund’s completed Forms 8937 can be found below.

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Important tax information

September 2019

BNY Mellon Estimated Capital Gain Distributions

Estimates of capital gains distributed to shareholders as of the fund's record date. (Note: Final amounts could differ.)

Mail by May 31, 2019

Form 5498

Mail by April 30, 2019

Form 5498-ESA

Reports all Coverdell Educational Savings Account contributions for the 2017 tax year.

Mail by March 15, 2019

Form 1042-S

Reports taxable dividends and income tax withheld on accounts owned by nonresident aliens.

March 2019

2019 Estimated Spillback Distribution Information

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 February 15, 2019

Form 1099-B

Reports redemption proceeds from sales or exchanges made in BNY Mellon non-retirement mutual fund accounts (except money markets). Accounts requiring both Form 1099-B and Form 1099-DIV will be mailed by this date.

Mail by January 31, 2019

Form 1099-Q

Reports distributions from Coverdell ESA accounts.

Form 1099-R

Reports distributions from retirement accounts.

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 Early January 2019

Statement of Tax Exempt Income

If applicable, you will receive the statement with your year-end statement.

Year-End Statements

Reports, distributions and activity in each fund account for the year.

Online November 2018

Capital Gain Distributions FAQs

Frequently asked questions on capital gain distributions

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, please call us at 1-800-373-9387.

The information set forth here is general in nature and does not constitute tax advice. Specific questions should be discussed with your tax advisor.

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