Tax Information Center
Valuable tax information for BlackRock funds as you prepare your federal and state income tax returns.
|2014 Tax Information|
|2013 Tax Information|
- What is a capital gain?
- Why do the mutual funds distribute capital gains?
- What is the difference between short-term and long-term capital gains?
- When are taxes paid on capital gains distributions?
- What is "buying a dividend"?
- What is a cost basis?
- Where can I learn more about dividend dates and distribution amounts for BlackRock funds?
- If distributions are reinvested, are they still subject to taxes?
- Does BlackRock try to limit capital gain distributions?
- What is the difference between record date, ex-date and payable date?
- If a mutual fund's NAV has fallen this year, how does it distribute a capital gain?
- Why does a mutual fund's NAV drop when a distribution is paid?
- When is a Form 1099 sent to shareholders?
- How are distributions recorded on forms 1099-DIV?
- Who do I contact if I have not received a 1099?
- Where can I find more information on BlackRock Funds?
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You should consider the investment objectives, risks, charges and expenses of any fund carefully before investing. The funds' prospectuses and, if available, the summary prospectuses contain this and other information about the funds, and are available, along with information on other BlackRock funds by calling 800-882-0052. The prospectus and, if available, the summary prospectuses should be read carefully before investing.
The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.