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Alternative Minimum Tax (AMT) Information
Dividends-Received Deduction for Corporate Investors
ETF Tax Information
Foreign Source Income
Giftrust Tax Filing Requirements
Qualified Dividend Income
U.S. Government Obligations
Utah Taxpayer Information
Foreign Income and Taxes Paid
Percentage of Income from U.S. Government Obligations
Tax Fast Facts
2021 ETF Distribution Calendar
2021 Distribution Calendar
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
Request for Taxpayer Identification Number and Certification
Withholding Certificate for Pension or Annuity Payments
United States Gift (and Generation-Skipping Transfer) Tax Return