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.