Tax Center

Specific tax information for PGIM Investments mutual funds to help you prepare your tax return.

Your Questions Answered: General Tax Questions

  1. When are tax forms mailed, and do I receive one every year?
  2. Why are the distribution amounts on my Form 1099-DIV different from my year-end statement?
  3. Why would I receive a Form 1099-DIV if my dividend amount was less than $10?
  4. How can I receive a duplicate of a tax form that was sent to me?
  5. How can I receive a copy of the Supplemental Tax Information brochure?

    View All Tax Questions & Answers

Your Questions Answered: Capital Gains

  1. What is a capital gain?
  2. What is a long-term capital gain?
  3. What is short-term capital gain?
  4. Why do mutual funds distribute capital gains?
  5. Can a mutual fund pay a capital gains distribution if the fund's net asset value has fallen?

    Learn more about Capital Gains

Your Questions Answered: Cost Basis Reporting

  1. What is cost basis?
  2. Which cost basis methods will PMFS offer and how is capital gain (loss) calculated under each method?
  3. Am I required to use the same cost basis method for all the funds in my account?
  4. Can I have different cost basis methods for shares I purchased before the effective date of the new cost basis regulations and shares I acquire after the effective date of the new cost basis regulations?
  5. How can I inform you of my cost basis election?

    View All Cost Basis Reporting Questions & Answers

2016 Dates to Remember

Dec
30
Last day for mutual fund sales to realize a gain or loss for 2016

2017 Dates to Remember

Jan
4
PGIM Investments begins mailing year-end statements
Jan
31
Mailings of tax forms 1099-DIV, 1099-B, 1099-R, and 1099-Q begin (1/31/2017–2/15/2017)
Apr
18
Last day to establish and contribute to a 2016 traditional IRA, Roth IRA, or Coverdell Education Savings Account. Last day to file federal tax return (without extensions).
May
 
Mailings of Form 5498 (Traditional, Roth or SEP) or Form 5498-ESA (Coverdell Education Savings Account)
Oct
16
Last day to establish or fund SEP Plan for 2016. Due date for employer's tax return, including extensions, which in 2016 may be as late as 10/16.

 

0221697-00009-00 Ed. 11/2016