Q: When will I receive my tax forms?
A: Visit our Tax Forms section for a calendar of mailing dates. Note that if you access your account online and sign up for our eDocs Direct Email service you will receive your tax forms earlier than by postal mail.
Q: What tax forms should I expect to receive?
A: Visit our Tax Forms section for information about the tax forms you may receive as well as a calendar of mailing dates.
Q: Where can I find my Year-End Tax Tables?
A: Visit our Year-End Tax Tables for tables you may need to help complete your tax return.
Q: I didn't receive my tax form. Where can I go to find it?
A: You may not have received a tax form for a variety of reasons.
- You may not be eligible to receive one. Visit our Tax Forms section for common reasons you may not be issued a tax form.
- You signed up for our eDocs Direct Email service, which means tax forms will now be sent to you electronically and will not be sent to you via U.S. mail. You can also access your tax forms online through your account.
- Your mailing address on file is old. Please contact us to update your records and request your tax form be resent.
Q: Where can I access my personal tax forms online?
A: To access your tax forms you must first log in to your online account or establish a new web ID. After logging in, go to the My Documents tab and select Tax Forms. Note that not all shareholders are eligible for online access. Please contact us for more information.
Q: I want my tax forms emailed to me. How do I sign up for this service?
A: By signing up for our eDocs Direct Email service you will no longer receive a tax form in the U.S. mail. Regardless of your delivery method, tax forms for most shareholders are available online through your account. Sign up to receive tax forms via email by logging in to your existing web account or establishing a new web ID. Visit My Profile, select Update for email information and select Email for account statements, confirms and tax forms.
Q: My 1099-DIV doesn't say what countries the Foreign Tax Paid is from. Where can I find that information?
A: Registered Investment Companies (RICs) are not required to report country-by-country foreign tax paid on Form 1099-DIV. This information would be used to complete Form 1116 when filing personal taxes to claim the foreign tax credit. Please visit the instructions to Form 1116 at www.irs.gov and search “1099-DIV” for more information on how to complete your Form 1116 in the absence of this information.
Q: My account is registered as an UGMA/UTMA. Does the guardian or minor receive the tax form? Who pays tax on the income?
A: Minor beneficiaries of UGMA and UTMA accounts are the beneficial owners of the accounts. Tax forms will be issued at year end to the minor using their name and tax ID. You should consult your tax advisor on the income tax consequences to the minor. A minor’s unearned income can be subject to taxation rules of the parent. See IRS Form 8615 for more information.
Q: How much tax will I pay if I take a distribution from my IRA or other retirement account?
A: You should consult your tax advisor on the tax consequences of taking a distribution from your retirement account. The answer depends on many factors outside of OppenheimerFunds’ control, such as the use of the funds, your tax bracket and investment income thresholds, applicable early withdrawal penalties, other contribution limitations and more. Please visit IRS Pub 590 for more information.
Q: I just received a Form 5498. I've already filed my taxes. Do I need to amend my tax return?
A: Form 5498 is not issued until April or May each year so that any contributions after December 31 made for the prior tax year can be included on the form. Form 5498 is informational and is not filed with or attached to your tax return. Generally speaking, any information found on Form 5498 is already included on your tax return. Most people who have already filed their tax return won’t need to revise or amend their return. Even so, it’s a good idea to make sure information reported on the Form 5498 corresponds with your tax return. You should discuss any discrepancies with your tax advisor as it may require an amended return.
Q: What paperwork do I need to keep for tax time?
A: Knowing what to save ahead of time to make tax preparation for you (and your accountant) as easy as possible:
- Keep confirmation statements of mutual fund and other securities purchased and sold, including execution prices and dates.
- Keep all statements (monthly and quarterly) and all 1099 forms:
- Your 1099-B will show your proceeds from the sale of securities and other capital assets.
- Your 1099-DIV will show the dividend income you’ve received.
- Your 1099-R will show distributions from IRAs, pensions and annuities you’ve received.
- Visit our Tax Forms section for other forms you may receive.
- Keep records of how you acquired any securities (purchase, inheritance, gift, etc.) and your cost basis.
- Keep records if you donate stock (or cash) to a charitable organization (what you donated, the date and the value).
- Keep records if you give stock or mutual fund shares as a gift (what you gave, the date and the value).
Q: Where do I locate prior Year-End Tax Tables to help me prepare my taxes?
A: Some historical tables are maintained in our Tax Center. For all other tables please visit our Contact Us page and we will be happy to send you the requested tables.
Q: Which versions of TurboTax, Quicken and H&R Block at Home are compatible with my accounts?
A: You can download to
- TurboTax and TurboTax Online.
- Quicken 2009 or later for PC.
- H&R Block at Home desktop or online versions.
Q: How do I download my OppenheimerFunds 1099 information into TurboTax?
A: Go to Federal Taxes, then Wages & Income, then Your Income Summary. Select the year you wish to work on, select the Update button in the EasyImport section. Select the button to get information from a financial institution, and select “OppenheimerFunds Inc.” as the financial institution. Enter the username and password you currently use to access your accounts at oppenheimerfunds.com as your user ID and password. This will allow TurboTax to connect to oppenheimerfunds.com and retrieve your 1099 tax form information.
Q: How do I download my account information into Quicken?
A: Activate the Quicken account setup wizard and select “OppenheimerFunds” as the financial institution. Enter the username and password that you currently use to access your accounts at oppenheimerfunds.com as your user ID and password. This will allow Quicken to connect to oppenheimerfunds.com and retrieve your transaction information.
Q: How do I download my OppenheimerFunds 1099 information into H&R Block at Home?
A: Click Start a Return, click Take Me To, select a 1099 form from the menu and click Go To, click Import 1099, select “OppenheimerFunds, Inc.” from the list, click Import, enter the authentication credentials and click Import. The screen now should show imported 1099 data.
Q: Who do I contact if I need technical help downloading my 1099 information?
A: Download to TurboTax, Quicken or H&R Block at Home is available only if your name appears in your account registration. At times oppenheimerfunds.com may be inaccessible or the transaction feature may be unavailable. Shares held in brokerage accounts, 529 plans, group 401(k) plans and other accounts that are not accessible via oppenheimerfunds.com. We can assist you with other oppenheimerfunds.com account registration or password changes, but you’ll need to use turbotax.com, quicken.intuit.com or hrblock.com for technical questions about setting up or using TurboTax, Quicken or H&R Block at Home.
Q: How do I get my tax refund direct deposited into my OppenheimerFunds account?
A: You can choose to have your federal tax refund deposited into your OppenheimerFunds account. In order to do so, you will need to enter the OppenheimerFunds routing number, 101000695, on IRS Form 8888. You will also need to enter your account number. To fill in your account number, fill the first two spaces provided in the “Account Number” field with 44 and then enter your 15-digit account number. You can deposit your tax refund in to more than one OppenheimerFunds account. Simply repeat the steps outlined above. For additional information or assistance, contact us.
Q: I'm a resident of Puerto Rico, are my municipal bond investments tax exempt?
At this time, we are unable to comment on the tax treatment of our funds’ income to Puerto Rican investors. Such investors are advised to consult a tax professional on this matter.