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.
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This version of the website is specially intended for Institutional Investors only. Institutional Investors include registered investment advisors, defined contribution and defined benefits plans, foundations, endowments, consultants, insurers and trust administrators/ custodians. The content and investment strategies may not be suitable and/or available to all investors. By clicking accept and accessing this website, you represent and warrant that you are authorized under the U.S. federal securities laws and FINRA rules to receive material relating to investments, securities markets and research made available only to institutional investors. You further represent and warrant that you will utilize such materials only for their stated purpose.
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