Tax Information and Distributions
ETF Tax Information
Year End Tax Guides
Includes Dividends Received Deduction, Foreign Tax Credit, Foreign Source Income and State by Income Breakdown for Municipal Bond ETFs.
Form 8937 – Report of Organizational Actions Affecting Basis of Securities (Including Return of Capital)
Form 8937 is filed by issuers of specified securities to report organizational actions that affect the basis of the securities.
OUNZ Tax Reporting Statement
How PFIC Tax Treatment May Impact Investors