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Tax statement mailing dates

Most tax statements will be mailed to Ameriprise Financial clients by February 16, 2010, however some tax statements are mailed at later dates.1 Please see the table below for approximate dates of when your tax statements will be mailed. Check back during January 2010 for more specific information.

Tax statements

Mailed by:

Year-end tax and supplemental statements1

Feb. 1, 2010

Certain tax statements, including Form 1099-B, Proceeds From Broker and Barter Exchange Transactions and other related forms1

Feb. 16, 2010

RiverSource® Real Estate Fund tax statements

Late Feb./Early March 20102

Form 1042-S, Foreign Person's U.S. Source of Income Subject to Withholding

March 15, 2010

Form 1099-OID, Original Issue Discount for REMICs and CDOs

March 15, 2010

Supplemental mailing for widely held fixed investment trusts (new for 2009 tax year)

March 15, 2010

Form 5498-ESA, Coverdell ESA Contribution Information (if contributions for the 2009 tax year are made between Jan. 1, 2010 and April 15, 2010)

April 30, 2010

Form 5498, IRA Contribution Information (if contributions for the 2009 tax year are made between Jan. 1, 2010 and April 15, 2010)

June 1, 2010

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1 Please note that accounts that hold REITs, certain mutual funds, unit investment trusts, widely held fixed investment trusts and limited partnerships will not have complete tax data available until late February to mid- March. Amended statements will be sent if information changes from what was sent earlier.

2 RiverSource® Real Estate Fund will not have complete tax data available until late Feb/early March. Amended tax statements will be sent if information changes from what was sent earlier.

Neither Ameriprise Financial nor its representatives or affiliates may provide tax or legal advice. Consult with your tax advisor or attorney regarding specific issues.

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Find a tax professional

Contact your advisor for a referral to a tax professional in your area.

OR

Find an advisor to provide a referral.