Form 1099-DIV is a record of all taxable capital gains and dividends paid to you during a given tax year. It will not be sent for accounts with dividends under $10, but keep in mind that you may need to report them.
Shareholders who earned taxable dividends and/or capital gain distributions; and shareholders who earned federal tax-exempt dividends in the Thrivent Municipal Bond Fund or Thrivent High Income Municipal Bond Fund.
The 1099-DIV will be mailed if you:
Thrivent Mutual Funds will mail no later than January 31 and mid-to-late February for Thrivent mutual funds that invest in REITs (real estate investment trusts): Thrivent Diversified Income Plus Fund and Thrivent Multidimensional Income Fund.
Refer to IRS Form 1040 Instructions, Schedule B and D and IRS Publication 550 for more information.
The information provided is not intended as a source for tax, legal or accounting advice. Please consult with a legal and/or tax professional for specific information regarding your individual situation.