Additional Tax Resources
Taxes bring a lot of questions. We’ve compiled the most commonly asked ones so you can be better informed when tax season arrives and get key resources that may help you along the way.
FAQ & KEY REPORTS
Scroll through to find the documents, FAQ and reports you need to help you navigate tax season.
Capital Gains FAQ (PDF)
Get frequently asked questions and answers about your tax forms, including detailed information on our cost basis reporting.
Tax Guide FAQ (PDF)
View frequently asked questions and answers about your tax forms, including detailed information on our cost basis reporting.
Eligible Indirect Compensation Disclosure Guide Form 5500 - Schedule C (PDF)
This guide is designed to assist plan administrators in completing Form 5500 Schedule C. It provides an explanation of where to find disclosures regarding indirect compensation received by Columbia Management Investment Advisers, LLC or Columbia Wanger Asset Management, LLC with respect to Columbia funds.
SUPPLEMENTAL TAX INFORMATION
These reports and tables include additional tax information related to Columbia fund dividends. Review the descriptions below for more details. Please note these documents are typically updated in late January.
U.S. Government Income Information (PDF)
Many states don’t tax the portion of your fund’s ordinary distributions that come from U.S. Treasury securities and obligations. Find the percentage of fund ordinary distributions derived from U.S. government obligations.
Foreign Source Income & Foreign Tax Paid Information (PDF)
Get information to help you calculate foreign source income, foreign source qualified dividends and foreign taxes (if you qualify).
Corporate Dividends Received Deduction Information (PDF)
Find tax information for Columbia Threadneedle corporate shareholders. If your corporation invests in the stock funds listed, you may be able to take advantage of corporate deductions.
Income Earned by State Information (PDF)
Calculate how much of your income is reportable to your state and local authorities. Interest from municipal bonds is tax-exempt in the state where the bond was issued in many instances — but generally taxable in other states.
Issuer's Statement/Form 8937 (PDF)
This table provides fund-specific cost basis information for Columbia funds that have undergone a merger or reverse stock split, or paid a return of capital.
Notice of Foreign Tax Redetermination for Columbia Variable Product funds (PDF)
This table provides revised foreign tax information for shareholders of the Columbia Variable Product funds. Shareholders that previously claimed foreign tax credits for investments in these funds should review this information.
Qualified Interest Income (PDF)
This table provides Columbia fund distribution percentages that qualify as interest-related dividends or short-term capital gain dividends, which are exempt from U.S. tax and U.S. tax withholding when paid to foreign (non-U.S.) shareholders.
QUESTIONS?
For general tax form questions, please view our tax guide.
VIEW TAX GUIDE (PDF)
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8 a.m. – 7 p.m. ET
Representatives cannot provide tax advice.
