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Tax forms can also be viewed and printed by logging on to Investor Center and clicking on the Documents link located at the top of the page. 

Form 1099-DIV
You will receive a Form 1099-DIV if you are:
  • A US person (citizen or resident alien) or are a non-resident but have not filed a form W8 with Computershare and
  • You received dividend payments or distributions of at least $10 during the tax year or
  • You had any U.S. federal backup withholding deducted by Computershare on dividend payments.
  • Note that dividends you reinvest through an investment plan are also reported on Form 1099-DIV
To see a short explanatory video of Form 1099-DIV click here.

Forms 1099-INT and 1099-OID
You will receive a Form 1099-INT or 1099-OID if you are:
  • A US person (citizen or resident alien) or are a non-resident but have not filed a form W8 with Computershare and
  • You received interest payments or were credited with original issue discount of at least $10 during the tax year or
  • You had any U.S. federal backup withholding deducted by Computershare on interest payments.

Form 1042S
You will receive a Form 1042-S if you are:
  • Not a U.S. person (citizen or resident alien) and
  • You received reportable payments in the tax year.

Form 1099-B
You will receive a Form 1099-B if you are:
  • A US person (citizen or resident alien) or are a non-resident but have not filed a form W8 with Computershare and
  • You sold shares or received reportable payments (including principal and cash-in-lieu of fractional shares) during the tax year and the amount was greater than $20 or
  • You had any U.S. federal tax withheld on a sale or other reportable payment.
To see a short explanatory video of Form 1099-B click here.

Mailing Dates
> Forms 1099-DIV, 1099-INT, and 1099-OID are mailed by January 31.  
> Due to new cost basis regulations, we will mail Forms 1099-B by February 15.
> Forms 1042-S will be mailed by March 15th.

Cost Basis Reporting
The new cost basis rules require payers to report an investor's adjusted cost basis, gross proceeds, and the holding period when certain securities are sold. We have revised Form 1099-B to reflect this new cost basis reporting. All covered and noncovered cost basis information set forth in the informational statement attached to the Form 1099-B was provided for informational purposes. If cost basis data was not available, you may not have received the informational statement or there may be blank spaces in some of the fields. Computershare cannot confirm the accuracy or completeness of noncovered transactions. For more cost basis information click here.

423B Qualified Plans
Ordinary income resulting from qualifying and disqualifying dispositions must be reported by you and your company. Computershare has included this ordinary income in your adjusted cost basis.
 

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