[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-301717-105":53,"doc-detail-301717-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","poplar-forest-funds-2025-tax-information-statement-state-income-tax-guidance","Poplar Forest Funds - 2025 Tax Information Statement - State Income Tax Guidance","","Poplar Forest Funds provides a 2025 tax information statement for account holders, summarizing applicable 2025 distributions and proceeds from redemptions. The document explains that details on the enclosed tax form were provided to the Internal Revenue Service and includes supplemental guidance for preparing 2025 income tax returns. It outlines income from U.S. government obligations using a table of ordinary income dividend percentages by fund, and discusses how certain states may treat eligible portions as tax-exempt, subject to state rules, thresholds, and other requirements.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/poplar-forest-funds-2025-tax-information-statement-state-income-tax-guidance/301717/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/poplar-forest-funds-2025-tax-information-statement-state-income-tax-guidance/301717.png","ImageObject",442,249,{"name":88,"@type":89},"eBook King","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"What is included in the Poplar Forest Funds 2025 tax information statement?","Question",{"text":108,"@type":109},"It covers information related to applicable 2025 distributions and redemption proceeds, and supplements the enclosed 2025 tax form with additional guidance for preparing 2025 income tax returns.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the document describe income from U.S. government obligations?",{"text":113,"@type":109},"It provides a table showing the percentage of total ordinary income dividends (Box 1 on the 2025 tax form) attributable to interest earned from direct U.S. government obligations for each fund.",{"name":115,"@type":106,"acceptedAnswer":116},"Can eligible income be treated as tax-exempt on a state return?",{"text":117,"@type":109},"Some states may allow the eligible portion of Box 1 ordinary income dividends to be declared as tax-exempt income, but other states restrict “pass through” unless thresholds or other requirements are met.",{"name":119,"@type":106,"acceptedAnswer":120},"What should you do if you have questions about excluding income for state tax?",{"text":121,"@type":109},"Consult your tax adviser or state authorities to confirm the specific rules and the percentage of income you can exclude when calculating state income tax.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},301717,1790203881,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":139,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":61,"update_tm":143,"read_time":4},962088006270,"https://ap-avatar.wpscdn.com/davatar_085a072bc5b1113ac321206ff7593b45","Poplar Forest Funds  \nEnclosed is the 2025 Tax Form for your account with the Poplar Forest Funds. The Form provides information on any applicable 2025 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 2025 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 2025 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)  \n\n| Poplar Forest Cornerstone Fund | 23.86% |\n| --- | --- |\n| Poplar Forest Partners Fund | 0.00% |\n\nDepending on your state’s personal income tax laws, you may be entitled to declare the above portion of your 2025 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.","cbCainjfa6dHC85I","https://ap.wps.com/l/cbCainjfa6dHC85I","pdf",74879,"English","# Poplar Forest Funds - 2025 Tax Information Statement\n## Enclosed Tax Form and Purpose\n## Income from U.S. Government Obligations\n## State Personal Income Tax Treatment","[{\"question\":\"What is included in the Poplar Forest Funds 2025 tax information statement?\",\"answer\":\"It covers information related to applicable 2025 distributions and redemption proceeds, and supplements the enclosed 2025 tax form with additional guidance for preparing 2025 income tax returns.\"},{\"question\":\"How does the document describe income from U.S. government obligations?\",\"answer\":\"It provides a table showing the percentage of total ordinary income dividends (Box 1 on the 2025 tax form) attributable to interest earned from direct U.S. government obligations for each fund.\"},{\"question\":\"Can eligible income be treated as tax-exempt on a state return?\",\"answer\":\"Some states may allow the eligible portion of Box 1 ordinary income dividends to be declared as tax-exempt income, but other states restrict “pass through” unless thresholds or other requirements are met.\"},{\"question\":\"What should you do if you have questions about excluding income for state tax?\",\"answer\":\"Consult your tax adviser or state authorities to confirm the specific rules and the percentage of income you can exclude when calculating state income tax.\"}]","Poplar Forest Funds - 2025 Tax Information Statement - State Income Tax Guidance | PDF",1789784962]