Series 6 - Investment Company And Variable Contracts Products Representative Exam

Preview Mode

The form that a mutual fund is required to send to shareholders after each year end that details tax information related to dividend distributions for the year is the:

Form 1099-R
A
Form 1199-DIV
B
Form 1040
C
Form 1099-DIV
D

Explanations

The Form 1099-DIV is sent by the fund to shareholders after each year and details the tax information related to dividend distributions for that year.

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