Resources
The amounts shown on Forms 1099 and 5498 will be reported to the Internal Revenue Service (IRS). In general, these forms contain dividend, distribution, sale/exchange, account value information, and cost basis information, if available, related to your mutual funds account. Below, you will find general information about these forms.
In addition, Pacific Funds has enhanced our online Tax Information Center, including a section for frequently asked questions. This is a great resource to help answer your questions related to IRS Forms 1099 and 5498.
Pacific Funds is not engaged in the practice of law, nor is it licensed to do so. This communication is not intended as legal or tax advice, nor may it be relied upon by any taxpayer for the purpose of avoiding any tax penalties. This communication may not be used to promote, market, or recommend to another party any transaction or matter addressed herein. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
