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Each individual's tax and financial situation  \nis unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.  \nContents  \nPurpose What’s included in the Mutual Fund Tax Guide?  \n\n| Will the Guide help me file my tax return? |\n| --- |\n| Who should I contact for tax advice? |\n\nWho should I contact if I have questions regarding my account?  \nImportant Dates  \nTax Return Filing Deadline  \n\n| IRA & CESA Contribution Deadline |\n| --- |\n| Required Tax Form Mail Dates |\n\nDuplicate Tax Form Requests  \nTax Forms  \nTaxable Accounts  \nRetirement Accounts  \nCoverdell Education Savings Account  \nTax Topics Backup Withholding on Taxable Accounts   \nCapital Losses Wash Sales / Long-Term Capital Gain Distributions  \n\n| Conversions & Recharacterizations |\n| --- |\n| Coronavirus-related Distributions |\n| Dividends Received Deduction (DRD) |\n| Dividends from U.S. Government Obligations |\n\nExcess Contributions  \nFoGireftigTnaxTaExxcClruesiditon~~ ~~  2    \nQualified Charitable Contributions  \nReturn of capital  \nSchedule K-1  \nPurpose  \nWhat is included in the Mutual Fund Tax Guide?  \nThis guide provides information about the 2025 tax forms that you may receive this year.  \nWill the Mutual Fund Tax Guide help me file my tax return?  \nWhile this guide may assist you in preparing your tax return, it is not intended to provide specific tax advice.  \nWho should I contact for tax advice?  \nGiven the scope and complexity of tax laws, please consult your tax or financial advisor who can provide advice based on your personal financial history and can best assist you in preparing your tax return.  \nWho should I contact if I have questions regarding my account?  \nPlease do not hesitate to contact one of our representatives at 1-800-823-7386 if you have any questions, concerns, or need additional clarification regarding your account.  \n3   \nImportant Dates  \nTax Return Filing Deadline *  \nThe Federal Tax Return filing deadline for the 2025 tax year is April 15, 2026. Request for filing extensions are also due on that same date (if applicable) .  \nIRA & CESA Contribution Deadline *  \nThe deadline to make contributions into your Traditional IRA, Roth IRA, and Coverdell Education Savings Account (CESA) for the 2025 tax year coincide with the Federal Tax Return filing deadline of April 15, 2026.  \nRequired Tax Form Mail Dates  \n\n| Form | Date |\n| --- | --- |\n| 1099-Q, 1099-R, 592-B | February 2, 2026 |\n| 1099-B,\u003Cbr>1099-DIV**, 1099-INT** | February 17, 2026 |\n| 1042-S | March 16, 2026 |\n| 5498-ESA | April 30, 2026 |\n| 5498 | June 1, 2026 |\n\nDuplicate Tax Form Requests  \nPlease allow 5-7 business days after the required tax form mail date for delivery of the original tax forms, prior to requesting a duplicate copy. Please contact one of our representatives if you have any questions, concerns, or need additional clarification regarding your account.  \n*Access Newsroom | Internal Revenue Service ([irs.gov](irs.gov)) to determine if the deadline has been extended, as occurred for both the 2019 and 2020 tax years.  \n4   \nTax Forms  \nType of Account/Tax Form Page  \nTaxable Accounts 6-14  \n\n| Form 1099-B 6-9 |  |\n| --- | --- |\n| Form 1099-DIV | 10-12 |\n| Form 1099-INT | 13 |\n| Form 592-B | 14 |\n| Retirement Accounts | 15-19 |\n| Form 1099-R | 15-16 |\n| Form 5498 | 17-19 |\n| Coverdell Education Sa | vings Account (CESA) 20-21 |\n| Form 1099-Q | 20 |\n| Form 5498-ESA | 21 |\n| Non-U.S. Accounts | 22-23 |\n\nForm 1042-S 22-23  \n1099-B Frequently Asked Questions  \nGeneral reporting  \nWhat does Form 1099-B report?  \nForm 1099-B reports redemptions or exchanges from a non-retirement or non-money market account. Gain/Loss information is provided for covered shares.  \nThe section titled 'Not Reported to the IRS‘ may contain cost basis information for Noncovered shares. This section may indicate the cost basis meth","cbCaiuAe71ri3GeB","https://ap.wps.com/l/cbCaiuAe71ri3GeB","pdf",968351,36,"English","# Purpose\n## What’s included in the Mutual Fund Tax Guide?\n## Will the Guide help me file my tax return?\n## Who should I contact for tax advice?\n## Who should I contact if I have questions regarding my account?\n# Important Dates\n## Tax Return Filing Deadline\n## IRA & CESA Contribution Deadline\n## Required Tax Form Mail Dates\n# Duplicate Tax Form Requests\n# Tax Forms\n## Taxable Accounts\n## Retirement Accounts\n## Coverdell Education Savings Account (CESA)\n## Non-U.S. Accounts\n# 1099-B Frequently Asked Questions\n## General reporting\n## Basis reporting","[{\"question\":\"Does the Mutual Fund Tax Guide provide tax or legal advice?\",\"answer\":\"No. The guide states it is not intended to provide specific tax advice, and individuals should consult their tax and/or legal advisor based on their personal situation.\"},{\"question\":\"What is the 2025 federal tax return filing deadline?\",\"answer\":\"The federal tax return filing deadline for the 2025 tax year is April 15, 2026.\"},{\"question\":\"What does Form 1099-B report, and how is cost basis information handled?\",\"answer\":\"Form 1099-B reports redemptions or exchanges from a non-retirement or non-money market account and includes gain/loss information for covered shares. Cost basis details depend on whether shares are Covered, Non-covered, or Unknown, and reporting responsibilities vary accordingly.\"}]","Mutual Fund Tax Guide - 2025 - Calamos and its representatives do not provide tax or legal advice | PDF",1789796132,13]