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Tax Documents

Refer to www.irs.gov for detailed information on a wide range of tax issues.

For an explanation of a particular form and how to use the information it provides, click on the form title below.

1099-DIV - reports taxable dividend and capital gains distributions paid.

1099-B - reports proceeds from the redemption or exchange of mutual fund shares.

1099-Q - Reports all distributions from Coverdell Education Savings Accounts (CSAs).

Cost Basis and Capital Gains - provides you with a calculation of the cost of redeemed mutual fund shares and may help you calculate your capital gains (or losses).

Dividend Received Deduction - gives corporate mutual fund shareholders information on ordinary dividend received exclusions.

1099-R - reports direct rollovers or full or partial retirement plan distributions.

5498 - reports retirement account contributions, rollovers and Roth conversions.


Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com, or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
225 Liberty Street, New York, NY 10281-1008