Tax-Center

Our tax form mailings calendar lets you know when you can expect the tax forms that you need in order to complete your tax returns. Please see our brochure for details on Form 1099 and other helpful information.

TAX FORM	WHO NEEDS IT?	WHEN IS IT MAILED?
Mutual Fund 1099 Tax Reporting Statement (1099-DIV, 1099-B, 1099-INT)	If you own a non-retirement mutual fund account and/or money market account and received taxable dividend income, interest income or capital gain distributions, or sold shares of a mutual fund. (Read our important tax information brochure). If your account earned less than $10 in interest you will not receive a 1099.	By February 15 (mailed February 9, 2010)
1099-R	If you own a retirement account and took a distribution or re-characterized IRA assets.	By January 31
5498	If you made a contribution (including rollovers, conversions, recharacterizations, reconversions and employer contributions) to your Domini IRA, SEP IRA, Roth IRA or Coverdell Education Savings Account.	By June 2
1042-S	If you are a non-resident alien and earned U.S. source income.	By March 15

Note:� Domini does not provide tax advice.� If you need further assistance preparing your tax return, you should consult a tax advisor.

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