Tax Center

Please see the Domini Funds 2012 Tax Guide for imporant information regarding your 2012 tax return preparation, including explanations for any income tax forms that you may receive from us, general information on how to report this information on your tax return, answers to frequently asked questions, and other useful tax information, such as:
 
  • Dividends, capital gains, and interest
  • Distributions from accounts
  • Percentage of dividend income derived from U.S. Government Agency Securities (applies to Domini Social Bond Fund)
  • Foreign source income factor, for calculating federal income tax credit or itemized deduction for your share of foreign taxes paid by a mutual fund (applies to Domini International Social Equity Fund)
  • Corporate dividend received deduction (applies to Domini Social Equity Fund)
  • Nontaxable distributions

The tax forms mailing calendar below lets you know when you can expect the tax forms that you need in order to complete your tax returns.

TAX FORM

WHO NEEDS IT?

WHEN MAILED?
1099-R If you own a retirement account and took a distribution or re-characterized IRA assets By January 31, 2013
1099-Q If you own a Coverdell Education Savings Account (ESA) and took a distribution or re-characterized ESA assets By January 31, 2013

Mutual Fund 1099
Tax Reporting Statement
(1099-DIV, 1099-INT, 1099-B)

 

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 dividend or interest you will not receive a 1099.

By February 15, 2013

1042-S

If you are a non-resident alien and earned U.S. source income.

By March 15, 2013

5498-ESA

If you made a contribution (including rollovers, conversions, recharacterizations, and reconversions) to your Coverdell Education Savings Account (ESA).

By April 30, 2013

 

5498

If you made a contribution (including rollovers, conversions, recharacterizations, reconversions and employer contributions) to your Domini IRA, SEP IRA, or Roth IRA. Click here for important information on contributing to your IRA.

By May 31, 2013
8937 (Report of Organizational Actions Affecting Basis of Securities) Form 8937 is filed by issuers of specified securities to report organizational actions that affect the basis of the securities involved in the organizational action. Not mailed. Click here to view this form.