
AllianceBernstein’s Tax Center provides you with the resources you need for tax season:
- Mailing dates for your tax forms so you know when to expect them
- Tax guides to help you understand and prepare
- Access to software that conveniently prepares your taxes online
2009 Estimated Cap Gains Distributions (PDF)
| Tax Forms |
| If you have… |
You’ll receive… |
Which… |
| TAXABLE ACCOUNTS |
| Taxable mutual fund account |
1099-DIV (mailed late January) |
Details ordinary and qualified dividends, capital gains distributions, federal income tax withheld and foreign taxes paid. |
| Taxable mutual fund account |
1099-B (mailed late January) |
Details sales and exchanges of fund shares, including the date of each sale, the number of shares sold, and the share price and dollar amount of each transaction. It also lists the cost basis and gain or loss for many accounts. |
| RETIREMENT AND EDUCATION SAVINGS ACCOUNTS |
| IRA or other retirement account |
1099-R (mailed late January) |
Details the distributions from your IRA and other retirement plans (including Traditional, Roth, SEP and SIMPLE IRAs). |
| CollegeBoundfund and Coverdell ESAs |
1099-Q (mailed late January) |
Details the distributions from your college savings accounts. CollegeBoundfund account holders receive details on the basis and earnings of their distributions. Coverdell ESA account holders receive details on the fair market value of their holdings as of December 31, 2009. |
| IRA |
5498 (mailed late May) |
Traditional, SEP and SIMPLE IRA account holders receive details on their regular and rollover contributions. IRA account holders also receive details on any contributions that have been recharacterized. Roth IRA account holders receive details on their regular, rollover and conversion contributions. All accounts receive details about fair market value as of December 31, 2009. If you turn 70½ or older in 2010, you’ll receive an indication whether you must take a Required Minimum Distribution for 2010. |
| Coverdell ESAs |
5498-ESA (mailed late April) |
Details contributions and transfers to Coverdell ESAs. (This form is sent to the person who benefits from the account, not the person who contributes the money.) |
| 2009 Tax Guides |
|
| Use our Tax Guides to prepare your taxes and to help you understand the complicated tax rules related to reporting income from various types of AllianceBernstein investments. |
2009 Tax Guides |
| TurboTax® OnlineSM |
|
| Use TurboTax Online for the Web to quickly and conveniently prepare your taxes online. |
TurboTax Online |
| Retirement Plans |
|
| Familiarize yourself with the IRS dollar limits on 401(k), SIMPLE IRA and qualified retirement plans. |
Retirement Plan Limits |
| Rhode Island Residents |
|
| Rhode Island taxpayers can receive a state income tax deduction for contributions made to CollegeBoundfund®. |
CollegeBoundfund® for Rhode Island Residents |
Note: For questions about your specific tax situation, please contact a tax advisor.
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