Tax Information Center
Important information to help you answer your clients’ questions as they prepare their 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 the Form 1099 sent to shareholders?
- How are distributions recorded on forms 1099-DIV?
- Who do I contact if my client has not received a 1099?
- Where can I find more information on BlackRock Funds?
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For this and more information on BlackRock funds, please view a prospectus. The prospectus 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.
- "Estate and Gift Taxes" - Internal Revenue Service