2013 Tax Help Center
Your Source For Tax-Related Information
Information provided here is neither tax nor legal advice and is general in nature. You should consider consulting your tax advisor, financial advisor or local taxing authority for specific information regarding your tax situation as every tax situation is different. Federal and state laws and regulations are subject to change and may have a material impact on pre- and/or after-tax investment results. U.S. Global Investors Inc. and the U.S. Global Investors Funds disclaim any liability arising out of your use of, or any tax position taken in reliance on, such information.
Document |
Description |
How/When it is Available |
2013 Year End Fund Distributions per Share |
Shows the income dividend and capital gain distributions by each U.S. Global fund |
Available online |
1099-DIV |
Reports dividends, capital gains distributions, as well as foreign tax credit and withholding, for non-retirement accounts. Beginning in the 2012 tax year, federally tax-exempt income dividends from a municipal bond fund will be reported on the 1099-DIV. |
Mailed in February |
1099-INT |
Federally tax-exempt income from a municipal bond fund will be reported on the 1099-DIV. |
No longer produced |
1099-B |
Reports proceeds from the redemption or exchange of mutual fund shares. |
Mailed in February |
1099-R |
Reports full or partial distributions from IRAs including IRA conversions and recharacterizations. |
Mailed in January |
1099-Q |
Reports distributions from Coverdell Education Savings accounts. |
Mailed in January |
5498 |
Reports contributions to IRAs including IRA conversions and recharacterizations. |
Mailed in May |
2013 Tax Guide |
This guide provides information about non-retirement account tax forms 1099-DIV and 1099-B, as well as retirement and Coverdell tax forms 1099-R and 1099-Q. Includes Frequently Asked Questions. |
Available online |
2014 Tax Rates |
Details tax brackets for 2014, along with information regarding savings and retirement plans, contribution and deduction limits, as well as limitations on premiums. |
Available online |
View the 2012 Tax Help Center