Tax Center

Information to complete your taxes.

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2020 Reporting Tax-Exempt Income & Special Tax Requirements

All links display 2019 tax reporting information until Coming Soon is removed.

Alternative Minimum Tax (AMT) Information Coming Soon

Dividends-Received Deduction for Corporate Investors Coming Soon

ETF Tax Information Coming Soon

Foreign Source Income Coming Soon

Giftrust Tax Filing Requirements  Coming Soon

Qualified Dividend Income Coming Soon

U.S. Government Obligations  Coming Soon

Tax-Exempt/Muni Funds  Coming Soon

Utah Taxpayer Information Coming Soon

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2020 VP Funds

All links display 2019 tax reporting information until Coming Soon is removed.

Dividends-Received Deduction for Corporate Investors Coming Soon

Foreign Income and Taxes Paid Coming Soon

Percentage of Income from U.S. Government Obligations Coming Soon

3031 Guidelines

2021 Guidelines

IRS Forms

W-8BEN

W-9

2019 W-4P

Form 709

Additional Resources for You & Your Clients