Investor Tax Information
and Resources

2023 Tax Reporting

Your tax information statement, which includes your 1099 forms, will be delivered during the first few months of the year. BNY Mellon | Pershing—which provides tax reporting services on behalf of your financial organization—will begin mailing 1099 tax statements on January 31, 2024. Depending on your account activity and portfolio holdings, you may get your 1099 forms later. Please be aware that some issuers do not make their final distribution information available until after January

Tax Resources and Tools


Electronic Delivery Available For Tax Documents


Enroll now in electronic delivery (eDelivery) of your tax documents—and stop waiting for paper documents to arrive in the mail. Benefits include faster and more secure access to your information, and an easy way to share with tax professionals after downloading. eDelivery is available for most tax forms, including 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 1099-R, 1099-Q, 5498 and 5498-ESA. Log in to view your accounts and select your eDelivery preferences or contact your advisor to learn more.

This information is not intended to provide legal, tax, accounting or financial advice or services. We suggest that you consult your tax professional to discuss the appropriate federal, foreign, state and local tax treatment of your transactions. Any U.S. legal, tax, accounting or financial-related information contained in the Sample Statement, Tax Guide, the Resources for Royalty Trust Tax Booklets or the Supplemental Information Tool was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in the Tax Guide, the Royalty Trust Tax Booklets or the Supplemental Information.

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