2020 Tax Calendar
All the important tax dates you'll need to know in preparation for the 2019 tax year.
Customer Support
Tax Resource Center
Navigating tax season can be complicated. That's why we created these resources to make it easier to understand. At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.
Tax FAQs
Answers to some of the most common questions.
2019 Tax Forms
Looking for your tax forms? Get them here. Most forms will be sent by January 31st.
Buy online from Thrivent Mutual Funds? Access Forms Here.
Work with a Thrivent Financial Representative? Access Forms Here.
What tax events happened this past year?
Taxable Accounts
1099-DIV - I received dividends or capital gains for my account
1099-B - I redeemed or exchanged shares from my account
IRAs and 403(b)
1099-R IRA 403(b) - I received distributions from an IRA or 403(b) account
5498 IRA - I made an IRA contribution or did a rollover or Roth IRA conversion
Coverdell Education Savings Account
1099-Q - I received a distribution from my Coverdell Account
5498 ESA - I made contributions to a Coverdell Account