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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 Calendar 2018

All the important tax dates you'll need to know.

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Tax FAQs

Answers to some of the most common questions.

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2018 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

 

Additional Resources

 

Capital Gains and Dividend Information

Capital Gain Distributions

State Information for Federal Tax-Exempt Dividends

Federal Tax-Exempt Dividend Information

Income Received by Corporate Shareholders

Qualified Dividend Income

Percentage of Ordinary Dividends from Government Obligations

 

Additional Tax Resources

State Tax Agency Information

Using TurboTax

IRS.gov or call 800-829-1040 for the IRS Tax Help Line

 

 

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Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus and summary prospectus contain more complete information on the investment objectives, risks, charges and expenses of the fund, and other information, which investors should read and consider carefully before investing. Prospectuses are available at ThriventFunds.com or by calling 1-800-847-4836.

This website is not intended as a source for legal, accounting or tax advice or services. Work with your attorney and/or tax professional for additional information.

The principal underwriter for the Thrivent Mutual Funds is Thrivent Distributors, LLC. No communication or content, including investment analysis tools and information about the Thrivent Mutual Funds, on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. The communication and content found on this website, including investment analysis tools and information about the Thrivent Mutual Funds, are not intended as a solicitation to buy or an offer to sell any security. Thrivent Distributors, LLC has undertaken no review of the individual circumstances of any investor and makes no representations with respect to the suitability of any investment for a particular investor. Any purchase, sale or redemption of the Thrivent Mutual Funds will be executed through Thrivent Financial Investor Services Inc., the transfer agent for the Thrivent Mutual Funds, and an affiliate of Thrivent Distributors, LLC. Asset management services provided by Thrivent Asset Management, LLC. Thrivent Distributors, LLC. and Thrivent Asset Management, LLC. are wholly owned subsidiaries of Thrivent Financial for Lutherans, Appleton, WI.

Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.

Thrivent Financial Services, Inc. (TFSI) is the transfer agent for Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund and maintains and services shareholder accounts. Pages on this website that include information about shareholder accounts are supported by the transfer agent.

No communication or content on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. This website is not intended as a source for legal, accounting or tax advice. Work with your attorney and/or tax professional for additional information.

Marketing and general information about Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund on this website is provided by Thrivent Distributors, LLC, principal underwriter for the Funds. Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.