2020 Supplemental Tax Information Resources
Use the links below for information that may be useful for the preparation of your federal, state, and local tax returns.
American Funds / Capital Group
Foreign Tax
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_2020_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/2020-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/2020-ishares-tax-exempt-interest-by-state.pdf
Tax Information Page
https://www.ishares.com/us/library/tax
Loomis Sayles
State & Foreign Tax
Tax Information Page
https://www.loomissayles.com/website/advisor-solutions/tax-and-year-end-information
Matthews Asia
Foreign Tax
https://www.matthewsasia.com/resources/distributions-tax/foreign-tax-credit-information/
PIMCO
State and Foreign Tax
https://www.pimco.com/en-us/resources/tax-center/2020-tax-information/
Tax Information Page
https://www.pimco.com/en-us/resources/tax-center/
Russell Investments
State and Foreign Tax (2020 Info Currently Unavailable)
Tax Information
https://russellinvestments.com/us/resources/financial-professionals/tax-information
Charles Schwab
State Tax
https://www.schwabfunds.com/resource/2020-supplementary-tax-information
Additional Info
https://www.schwabfunds.com/resources/distributions-and-tax-center
Vanguard
State Tax
https://personal.vanguard.com/pdf/ASBST_012021.pdf
https://investor.vanguard.com/taxes/state-tax-information
Foreign Tax
https://advisors.vanguard.com/iwe/pdf/taxcenter/FASFTCWS_012021.pdf
Tax Information Page
https://advisors.vanguard.com/VGApp/iip/advisor/csa/investments/taxcenter