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Financial Alternatives

Financial Alternatives News and Insights

Integrated Wealth Management

2018 Supplemental Tax Information Resources

American Funds / Capital Group

Foreign Tax

https://www.americanfunds.com/individual/service-and-support/tax-center/interactive-worksheets/foreign-tax-info.html

Tax Information Page

https://www.americanfunds.com/individual/service-and-support/tax-center.html

 

Dimensional Fund Advisors (DFA)

State and Foreign Tax

https://us.dimensional.com/en/-/funds/us/tax-sheet/tax-sheet-idg-i.pdf

 

Dodge & Cox

Foreign Tax

https://www.dodgeandcox.com/pdf/tax_info/dc_2018_supp_tax_information.pdf

Tax Information Page

https://www.dodgeandcox.com/tax_center.asp

 

Fidelity Investments

State Tax

https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/2018-tei-by-year.pdf

Tax Information Page

https://www.fidelity.com/tax-information/fidelity-mutual-fund-tax-information

 

iShares

State Tax

https://www.ishares.com/us/literature/tax-information/2018-ishares-tax-exempt-interest-by-state-icrmh0119u-716327.pdf

Tax Information Page

https://www.ishares.com/us/library/tax

 

Loomis Sayles

State & Foreign Tax

https://www.loomissayles.com/internet/internetdata.nsf/files/LOM-TXLS02TaxInsert-03_012419.pdf/$file/LOM-TXLS02TaxInsert-03_012419.pdf

Tax Information Page

 https://www.loomissayles.com/internet/internet.nsf/content?readform&ctype=taxinfo&Channel=MF

 

Matthews Asia

Foreign Tax

https://us.matthewsasia.com/investor-resources/fund-distributions.fs#foreigntaxcredit

 

PIMCO

State and Foreign Tax

https://www.pimco.com/en-us/resources/tax-center/2018-tax-information

 

Tax Information Page

https://www.pimco.com/en-us/resources/tax-center/

 

Russell Investments

State and Foreign Tax

https://russellinvestments.com/-/media/files/us/funds/tax-information/2018/2018-ric-form-1099-supplemental-information.pdf?la=en&hash=1E89C34F419B1853F3C1686A0831D9311A6A2EA2

Tax Information

https://russellinvestments.com/us/resources/financial-professionals/tax-information

 

Charles Schwab

State Tax

http://ims.schwab.wallst.com/repository/?doc=SupplementaryTaxInfo

Additional Info

https://www.schwab.com/public/schwab/investing/accounts_products/investment/mutual_funds/schwab_mutual_funds/investor_information

 

Vanguard

State Tax

https://personal.vanguard.com/pdf/INBST_012019.pdf

Foreign Tax

https://advisors.vanguard.com/VGApp/iip/advisor/csa/investments/taxcenter/foreigntaxcredit?year=2018

Tax Information Page

https://advisors.vanguard.com/VGApp/iip/advisor/csa/investments/taxcenter