[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-302287-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-302287-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","innovator-traditional-etfs-2024-tax-information","Innovator Traditional ETFs - 2024 Tax Information","","Innovator Traditional ETFs provides supplemental 2024 tax guidance for account holders preparing U.S. federal and state income tax returns. It explains how the enclosed 2024 tax form supports reporting of applicable 2024 distributions and redemption proceeds, and reminds readers to consult their tax advisor for item-specific application. Included are details on ordinary income dividends attributable to direct U.S. government obligations, potential state tax treatment, and pass-through foreign-source income and foreign taxes under Internal Revenue Code Section 853.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/innovator-traditional-etfs-2024-tax-information/302287/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/innovator-traditional-etfs-2024-tax-information/302287.png","ImageObject",442,249,{"name":42,"@type":43},"Riley","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":33},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What does the enclosed 2024 tax form for Innovator Traditional ETFs cover?","Question",{"text":62,"@type":63},"It provides information on applicable 2024 distributions and proceeds from redemptions for the account holder.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"How can the portion of ordinary income dividends tied to U.S. government obligations be treated for state taxes?",{"text":67,"@type":63},"Depending on state personal income tax laws, you may be able to declare the portion of ordinary income dividends (Box 1) attributable to direct U.S. government obligations as tax-exempt income, subject to state-specific thresholds and requirements.",{"name":69,"@type":60,"acceptedAnswer":70},"How is foreign-source income and foreign taxes handled for 2024?",{"text":71,"@type":63},"The fund earned foreign source income and paid foreign taxes that it intends to pass through to shareholders under Section 853 of the Internal Revenue Code, with details provided for the shareholder’s share of foreign taxes (Box 7) and foreign source gross income calculated using the stated percentage applied to Box 1 ordinary income.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},302287,1790476782,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":33,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":26,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":22},1374391975076,"https://ap-avatar.wpscdn.com/avatar/14000253ca4ec9f6853?x-image-process=image/resize,m_fixed,w_180,h_180&k=1783305029341752051","Innovator Traditional ETFs  \nEnclosed is the 2024 Tax Form for your account with the Innovator Traditional ETFs. The Form provides information on any applicable 2024 distributions and proceeds from redemptions. Please note that all information contained in this Statement has been provided to the Internal Revenue Service. In addition to the tax information provided on your enclosed Tax Form, below is supplemental information to assist you with the preparation of your 2024 income tax returns. Please consult your tax advisor for the specific application of any items below relating to the preparation of your tax returns.  \nIncome from U.S. Government Obligations  \nSome states do not tax their residents on income from a mutual fund that is earned from U. S. Government Obligations. The following table shows the percentage of total ordinary income dividends shown in Box 1 of your 2024 Tax Form that were attributable to interest earned from direct U.S. Government Obligations:  \n% of Ordinary Income Attributable to  \nDirect U.S. Govt.  \nFund Name  Obligation (see Box 1)  \nInnovator Gradient Tactical Rotation Strategy ETF 1.74%  \nDepending on your state’s personal income tax laws, you may be entitled to declare the above portion of your 2024 ordinary income dividends (Box 1) as tax-exempt income on your state personal income tax return. However, some states do not allow the “pass through” of this exempt-interest income unless the percentage earned from U.S. Government Obligations exceeds certain thresholds or unless other requirements are met. Please consult your tax adviser or state authorities if you have any questions regarding the percentage of income you can exclude when calculating your state income tax.  \nIncome from Foreign Sources Subject to Foreign Tax Credit:  \nFor the year ended December 31, 2024, the Innovator Gradient Tactical Rotation Strategy ETF earned foreign source income and paid foreign taxes which they intend to pass through to their shareholders pursuant to Section 853 of the Internal Revenue Code.  \nSee below to determine the foreign taxes paid and the foreign source income.  \n1) The shareholder’s portion of foreign taxes paid (see Box 7 of your enclosed Tax Form for this information) .  \n2) The shareholder’s amount of foreign source gross income. This amount can be calculated as a percentage of your ordinary dividend shown in Box 1 of your 2024 Tax Form. Please see the information below for your foreign source gross income amount.  \nForeign Source Gross Income (Use % listed below and apply to Ordinary Income as shown in  \nFund Name Box 1 to compute)  \nInnovator Gradient Tactical Rotation Strategy ETF 92.65%","cbCaigxHRhDJ8nyN","https://ap.wps.com/l/cbCaigxHRhDJ8nyN","pdf",112784,"English","# 2024 Tax Form Overview\n# Income from U.S. Government Obligations\n## State Tax Treatment Guidance\n# Income from Foreign Sources Subject to Foreign Tax Credit\n## Foreign Source Gross Income and Foreign Taxes","[{\"question\":\"What does the enclosed 2024 tax form for Innovator Traditional ETFs cover?\",\"answer\":\"It provides information on applicable 2024 distributions and proceeds from redemptions for the account holder.\"},{\"question\":\"How can the portion of ordinary income dividends tied to U.S. government obligations be treated for state taxes?\",\"answer\":\"Depending on state personal income tax laws, you may be able to declare the portion of ordinary income dividends (Box 1) attributable to direct U.S. government obligations as tax-exempt income, subject to state-specific thresholds and requirements.\"},{\"question\":\"How is foreign-source income and foreign taxes handled for 2024?\",\"answer\":\"The fund earned foreign source income and paid foreign taxes that it intends to pass through to shareholders under Section 853 of the Internal Revenue Code, with details provided for the shareholder’s share of foreign taxes (Box 7) and foreign source gross income calculated using the stated percentage applied to Box 1 ordinary income.\"}]","Innovator Traditional ETFs - 2024 Tax Information | PDF",1789791662]