Investor Tax Information and Resources

Investor Tax Information and Resources

What's New for 2016 Tax Reporting

Your tax information statement, which includes your 1099 forms, will be delivered as early as possible. Depending on the holdings in your account, Pershing—which provides tax reporting services on behalf of your financial organization—will begin mailing 1099 tax statements by January 31, 2017. Please be aware that some issuers do not make their final distribution information available until after January. Learn more about the mailing timeline and cost basis reporting requirements [PDF].

This information is not intended to provide legal, tax, accounting or financial advice or services. We suggest that you consult your tax professional to discuss the appropriate federal, foreign, state and local tax treatment of your transactions. Any U.S. legal, tax, accounting or financial-related information contained in the Statement Insert, Sample Statement, Tax Guide, the Resources for Royalty Trust Tax Booklets or the Supplemental Information Tool was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in the Tax Guide, the Royalty Trust Tax Booklets or the Supplemental Information.