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Tax Resource Center

Important information to guide you and your clients through tax season.

As of March 20, 2020, the IRS has extended the April 15 tax deadline for filing individual 2019 IRS Tax Returns to July 15, 2020. See 2020 Tax Dates section below.

2020 Tax Dates

The April 15 deadline is now July 15 for IRA and CESA contributions, taxes due, and file for extension

Due to the impacts of the coronavirus, the IRS has changed deadlines for tax returns and contributions. For more information, see the Coronavirus Update page on the IRS website for more information. For information on whether your state has also extended the tax filing and payment deadline, contact your tax advisor or State Tax Agency.

 

Make final contributions for 2019

Any contribution made to a Traditional or Roth IRA or a Coverdell Education Savings Account on or before July 15, 2020 can be made for 2019 as long you indicate that is for the 2019 tax year. Maximum contribution for Traditional and Roth IRAs: $6,000 (plus a $1,000 "catch up" contribution if your client is over 50 years old).

 

Taxes and tax returns are generally due unless you file for an extension

If your clients won’t make the July 15, 2020 due date for filing 2019 taxes, they can file for an extension by that date. An extension does not, however, extend the deadline for payment of taxes owned for making IRA or Coverdell Education Savings Account contribution for 2019. For more information visit the IRS.

 

Tax Form mail date information for accounts held directly with Thrivent Mutual Funds

The 5498 and/or 1099 will generally be mailed by January 31. Clients can access it online through their accounts. For Thrivent Mutual Funds that invest in REITs (real estate investment trusts), forms will be mailed and available online mid-February

  • Thrivent Diversified Income Plus Fund
  • Thrivent Multidimensional Income Fund

 

IRS form 5498 Coverdell Education Savings Account (CESA) reporting contributions for the previous year will be mailed July 15. If your client made Traditional or Roth IRA contributions for 2019 in 2020, IRS Form 5498 will be mailed by July 15.

2019 Capital Gains

Below are the capital gains paid by Thrivent Mutual Funds in 2019. If a fund is not listed, there are no capital gains for the fund. Dividends and capital gain distributions earned in qualified retirement accounts are not taxable unless paid directly to you in cash.

2019 Capital Gain Actuals Paid

Thrivent Mutual Fund Record Date Payment Date Short-Term Capital Gain (per share) Long-Term Capital Gain (per share) Total (per share)
Income Fund 12/11/2019 12/12/2019 0.02233 0.02146 0.04379
Large Cap Growth Fund 12/11/2019 12/12/2019 0.00000 0.62628 0.62628
Global Stock Fund 12/11/2019 12/12/2019 0.00000 2.79171 2.79171
Mid Cap Stock Fund 12/11/2019 12/12/2019 0.00000 0.66905 0.66905
Small Cap Stock Fund 12/11/2019 12/12/2019 0.07066 1.91218 1.98284
Moderately Conservative Allocation Fund 12/11/2019 12/12/2019 0.08546 0.32470 0.41016
Moderate Allocation Fund 12/11/2019 12/12/2019 0.08056 0.44235 0.52291
Moderately Aggressive Allocation Fund 12/11/2019 12/12/2019 0.08237 0.68133 0.76370
Aggressive Allocation Fund 12/11/2019 12/12/2019 0.05407 0.79276 0.84683
Government Bond Fund 12/11/2019 12/12/2019 0.00620 0.01541 0.02161
Low Volatility Equity Fund 12/11/2019 12/12/2019  - 0.08346 0.08346
Small Cap Growth Fund 12/11/2019 12/12/2019  -
0.05781 0.05781
Diversified Income Plus Fund
12/30/2019 12/31/2019 0.00265 0.03951 0.04216

 

If a Fund is not listed, there are no capital gain distributions for the Fund.

 

2019 State Information For Federal Tax-Exempt Dividends

For the most part, all distributions received from the Thrivent Municipal Bond Fund or Thrivent High Income Municipal Bond Fund are taxable at the state level. Some states do not tax their own residents on interest attributed to municipal securities issued by that state. Clients may be able to exclude the appropriate percentage- as shown in the chart below-of the tax-exempt income received from the Fund when calculating state income tax.

Thrivent Municipal Bond Fund Information by State for 2019

STATE % of Dividends and State Specific Information
ALABAMA 0.30%
ALASKA 0.01%
ARIZONA 1.21%
ARKANSAS 0.35%
CALIFORNIA 10.02%
COLORADO 4.26%
CONNECTICUT 0.09%
DELAWARE 0.10%
DISTRICT OF COLUMBIA 1.18%
FLORIDA 5.12%
GEORGIA 0.80%
GUAM 0.02%
HAWAII 1.86%
ILLINOIS 8.32%

INDIANA

 

1.42%

For Indiana residents, 37% of the dividends from the Thrivent Municipal Bond Fund are considered tax-exempt for state tax purposes.

IOWA 1.71%
KANSAS 0.96%
KENTUCKY 1.44%
LOUISIANA 2.88%
MARYLAND 0.08%
MASSACHUSETTS 4.16%
MICHIGAN 2.31%
MINNESOTA

3.56%

Minnesota Residents: 100% of your federal tax-exempt dividends for this fund are subject to Minnesota Income Tax.

MISSISSIPPI 0.33%
MISSOURI 0.40%
MONTANA 0.07%   
NEBRASKA 1.83%
NEVADA 0.36%
NEW HAMPSHIRE 0.02%
NEW JERSEY 1.62%
NEW YORK 7.85%
NORTH CAROLINA 1.21%
NORTH DAKOTA 0.52%
OHIO 5.95%
OKLAHOMA 1.70%
OREGON 0.82%
PENNSYLVANIA 2.49%
SOUTH CAROLINA 1.52%
SOUTH DAKOTA 0.31%
TENNESSEE 0.16%
TEXAS 9.13%

UTAH

 

1.82%

For Utah residents, 25% of the dividends from the Thrivent Municipal Bond Fund are considered tax-exempt for state tax purposes (using the piggyback method).  

VERMONT 0.24%
VIRGINIA 3.33%
WASHINGTON 3.15%
WEST VIRGINIA 0.07%
WISCONSIN 2.78%
WYOMING 0.16%
STATE % of Dividends and State Specific Information
ALASKA 0.12%
ARIZONA 0.06%
CALIFORNIA 5.09%
COLORADO 10.04%
DELAWARE 2.49%
DISTRICT OF COLUMBIA 0.09%
FLORIDA 1.15%
GEORGIA 3.53%
GUAM 0.46%
ILLINOIS 8.44%

INDIANA

 

0.71%

For Indiana residents, 1% of the dividends from Thrivent High Income Municipal Bond Fund are considered tax-exempt for state tax purposes.

IOWA 2.96%
KANSAS 0.23%
KENTUCKY 0.02%
LOUISIANA 0.22%
MARYLAND 3.54%
MASSACHUSETTS 0.02%
MICHIGAN 4.75%
MINNESOTA

1.81%

Minnesota Residents: 100% of your federal tax-exempt dividends for this fund are subject to Minnesota Income Tax.

MISSOURI 4.77%
NEBRASKA 2.39%
NEVADA 5.43%
NEW HAMPSHIRE 0.01%
NEW JERSEY 5.25%
NEW YORK 3.05%
NORTH CAROLINA 1.04%
NORTH DAKOTA 2.27%
OHIO 1.73%
OREGON 0.92%
PENNSYLVANIA 7.99%
SOUTH CAROLINA 0.06%
TENNESSEE 1.83%
TEXAS 4.26%

UTAH

 

2.35%

For Utah residents, 16% of the dividends from the Thrivent High Income Municipal Bond Fund are considered tax-exempt for state tax purposes (using the piggyback method).  

VIRGINIA 3.21%
WASHINGTON 1.63%
WISCONSIN 5.86%
WYOMING 0.22%
2019 Federal Tax-Exempt Dividend Information

All or a portion of the dividends earned for the Thrivent Municipal Bond Fund and Thrivent High Income Municipal Bond Fund are exempt from federal income tax. However, all or a portion of these dividends may be taxable at the state or local level. In addition, a portion of the dividends earned by the Fund is also included as a preference item for the Alternative Minimum Tax (AMT) because of the income earned from investment in private-activity municipal bonds.

Tax-Exempt Dividends for 2019

Fund Thrivent Municipal Bond Fund
Tax-Exempt Dividends % 99.79495%
% of Dividends Subject to AMT
9.17691%
   
Fund Thrivent High Income Municipal Bond Fund
Tax-Exempt Dividends % 98.78371%
% of Dividends Subject to AMT 17.94622%
2019 Income Received by Corporate Shareholders

Corporate shareholders may receive a deduction from gross income for ordinary income received from a mutual fund. Of the amount shown in Box 1a on Form 1099-DIV, the percentages shown for the following Funds are eligible for the corporate “dividend-received” deduction.

Percentage of Dividends Eligible for Corporate Shareholders for 2019

Fund Name Dividend Received Deduction %
Thrivent High Yield Fund 0.1009%
Thrivent Income Fund 0.2587%
Thrivent Balanced Income Plus Fund 22.00%
Thrivent Opportunity Income Plus Fund 0.8771%
Thrivent Global Stock Fund 60.5889%
Thrivent Large Cap Value Fund 100.00%
Thrivent Diversified Income Plus Fund 10.8873%
Thrivent Mid Cap Stock Fund 85.7931%
Thrivent Small Cap Stock Fund 98.8239%
Thrivent Moderately Conservative Allocation Fund 12.5341%
Thrivent Moderate Allocation Fund 20.6780%
Thrivent Moderately Aggressive Allocation Fund 28.4070%
Thrivent Aggressive Allocation Fund 51.7451%
Thrivent International Allocation Fund 0.0482%
Thrivent Partner Emerging Markets Equity Fund 2.9185%
Thrivent Low Volatility Equity Fund 66.5951%
Thrivent Multidimensional Income Fund 9.6771%
2019 Qualified Dividend Income

Mutual fund dividends may qualify for lower income tax rates to the extent that the fund has received qualified dividend income from domestic corporations and certain foreign corporations. The following Thrivent Mutual Funds had ordinary income distributions that qualify for these lower tax rates as long as the shareholder met the holding period requirements.

Qualified Dividend Income Percentages for 2019

Fund Name QDI %
Thrivent High Yield Fund 0.1009%
Thrivent Income Fund 0.2587%
Thrivent Balanced Income Plus Fund 37.9208%
Thrivent Opportunity Income Plus Fund 0.8716%
Thrivent Global Stock Fund 100.00%
Thrivent Large Cap Value Fund 100.00%
Thrivent Diversified Income Plus Fund 17.9779%
Thrivent Mid Cap Stock Fund 85.7931%
Thrivent Small Cap Stock Fund 99.2459%
Thrivent Moderately Conservative Allocation Fund 17.8248%
Thrivent Moderate Allocation Fund 29.6944%
Thrivent Moderately Aggressive Allocation Fund 48.0887%
Thrivent Aggressive Allocation Fund 85.0033%
Thrivent International Allocation Fund 100.00%
Thrivent Partner Emerging Markets Equity Fund 100.00%
Thrivent Low Volatility Equity Fund 100.00%
Thrivent Multidimensional Income Fund 10.5954%

Box 1b on Form 1099-DIV reports the amount of dividends that may qualify for lower tax rates. The amount shown in Box 1b assumes that the shareholder has met the 61-day holding period required for the dividends to be qualified. Each shareholder is responsible for determining whether the holding period was met and adjusting the amount accordingly. The Dec. 31 statement can be used to determine if the holding period requirement has been met. See the IRS Form 1040 Instructions for more information.

2019 Percentage of Ordinary Mutual Fund Dividends from U.S. Government Obligations

For state income tax purposes, several states allow “pass-through” treatment of mutual fund dividends derived from interest on U.S. government obligations. To calculate the number of dividends qualifying for pass-through treatment, multiply the amount in Box 1a of your Form 1099-DIV by the percentages that apply to the state.

The types of government securities that qualify for such treatment vary by state. Clients should consult with a tax advisor to determine which, if any, of the obligations listed in the following table may be exempt from your state income tax.

Dividends from U.S. Government Obligations for 2019

Fund Name Type of Government Obligation
Thrivent Aggressive Allocation Fund

U.S. Treasury Bonds: 2.48%

U.S. Government Agencies Total: 2.67%

  • Federal Agricultural Mortgage Corporation  0.06%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.44%
  • Federal Home Loan Bank  1.98%
  • Federal Home Loan Mortgage Corporation  0.11%
  • Federal National Mortgage Association  0.08%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent Balanced Income Plus Fund

U.S. Treasury Bonds: 0.02%

U.S. Government Agencies Total: 1.18%

  • Federal Agricultural Mortgage Corporation  0.02%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.14%
  • Federal Home Loan Bank  0.40%
  • Federal Home Loan Mortgage Corporation  0.19%
  • Federal National Mortgage Association  0.43%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent Diversified Income Plus Fund

U.S. Treasury Bonds: 0.04%

U.S. Government Agencies Total: 2.00%

  • Federal Agricultural Mortgage Corporation  0.02%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.19%
  • Federal Home Loan Bank  0.39%
  • Federal Home Loan Mortgage Corporation  0.62%
  • Federal National Mortgage Association  0.75%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.03%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent Global Stock Fund

U.S. Treasury Bonds: 0.03%

U.S. Government Agencies Total: 1.86%

  • Federal Agricultural Mortgage Corporation  0.03%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.20%
  • Federal Home Loan Bank  1.63%
  • Federal Home Loan Mortgage Corporation  0.00%
  • Federal National Mortgage Association  0.00%
  • Financing Corporation 0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent Government Bond Fund1

U.S. Treasury Bonds: 34.11%

U.S. Government Agencies Total: 29.70%

  • Federal Agricultural Mortgage Corporation  0.05%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  1.08%
  • Federal Home Loan Bank  0.74%
  • Federal Home Loan Mortgage Corporation  10.23%
  • Federal National Mortgage Association 9.98%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  1.28%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.35%
  • Tennessee Valley Authority  3.22%
  • Small Business Administration  0.69%
  • Small Business Investment Companies  2.08%
  • Housing and Urban Development  0.00%
Thrivent High Income Municipal Bond Fund

U.S. Treasury Bonds: 0.37%

U.S. Government Agencies Total: 0.82%

  • Federal Agricultural Mortgage Corporation  0.00%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.00%
  • Federal Home Loan Bank  0.82%
  • Federal Home Loan Mortgage Corporation  0.00%
  • Federal National Mortgage Association  0.00%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
 
Thrivent Income Fund  

U.S. Treasury Bonds: 3.54%

U.S. Government Agencies Total: 0.41%

  • Federal Agricultural Mortgage Corporation  0.02%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.13%
  • Federal Home Loan Bank  0.09%
  • Federal Home Loan Mortgage Corporation  0.04%
  • Federal National Mortgage Association  0.13%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent International Allocation Fund

U.S. Treasury Bonds: 0.02%

U.S. Government Agencies Total: 0.99%

  • Federal Agricultural Mortgage Corporation  0.02%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.17%
  • Federal Home Loan Bank  0.80%
  • Federal Home Loan Mortgage Corporation  0.00%
  • Federal National Mortgage Association  0.00%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent Limited Maturity Bond Fund

U.S. Treasury Bonds: 14.67%

U.S. Government Agencies Total: 3.42%

  • Federal Agricultural Mortgage Corporation  0.02%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.14%
  • Federal Home Loan Bank  0.82%
  • Federal Home Loan Mortgage Corporation  0.46%
  • Federal National Mortgage Association  1.57%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.41%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent Moderate Allocation Fund

U.S. Treasury Bonds: 6.29%

U.S. Government Agencies Total: 2.45%

  • Federal Agricultural Mortgage Corporation  0.04%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.30%
  • Federal Home Loan Bank  0.78%
  • Federal Home Loan Mortgage Corporation  0.64%
  • Federal National Mortgage Association  0.64%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.02%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.03%
  • Housing and Urban Development  0.00%
Thrivent Moderately Aggressive Allocation Fund

U.S. Treasury Bonds: 4.35%

U.S. Government Agencies Total: 2.13%

  • Federal Agricultural Mortgage Corporation  0.04%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.33%
  • Federal Home Loan Bank  0.92%
  • Federal Home Loan Mortgage Corporation  0.41%
  • Federal National Mortgage Association  0.39%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.02%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.02%
  • Housing and Urban Development  0.00%
Thrivent Moderately Conservative Allocation Fund

U.S. Treasury Bonds: 7.30%

U.S. Government Agencies Total: 2.53%

  • Federal Agricultural Mortgage Corporation  0.04%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.28%
  • Federal Home Loan Bank  0.59%
  • Federal Home Loan Mortgage Corporation  0.74%
  • Federal National Mortgage Association  0.85%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.03%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent Money Market Fund

U.S. Treasury Bonds: 12.49%

U.S. Government Agencies Total: 87.32%

  • Federal Agricultural Mortgage Corporation  2.39%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  14.56%
  • Federal Home Loan Bank  36.30%
  • Federal Home Loan Mortgage Corporation  2.82%
  • Federal National Mortgage Association  1.14%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation 29.91%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.20%
Thrivent Multidimensional Income Fund

U.S. Treasury Bonds: 0.78%

U.S. Government Agencies Total: 0.36%

  • Federal Agricultural Mortgage Corporation  0.01%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.08%
  • Federal Home Loan Bank  0.27%
  • Federal Home Loan Mortgage Corporation  0.00%
  • Federal National Mortgage Association  0.00%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation  0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%
Thrivent Opportunitiy Income Plus Fund

U.S. Treasury Bonds: 0.03%

U.S. Government Agencies Total: 1.53%

  • Federal Agricultural Mortgage Corporation  0.02%
  • Federal Deposit Insurance Corporation  0.00%
  • Federal Farm Credit Bank  0.19%
  • Federal Home Loan Bank  0.18%
  • Federal Home Loan Mortgage Corporation  0.35%
  • Federal National Mortgage Association  0.79%
  • Financing Corporation  0.00%
  • Government National Mortgage Association  0.00%
  • Overseas Private Investment Corporation  0.00%
  • Resolution Funding Corporation 0.00%
  • Student Loan Marketing Association  0.00%
  • Tennessee Valley Authority  0.00%
  • Small Business Administration  0.00%
  • Small Business Investment Companies  0.00%
  • Housing and Urban Development  0.00%


1 Since Thrivent Government Bond Fund paid a short-term capital gain in 2019, the percentage of income from interest on government obligations is lower than a shareholder may think it would be since the amount in box 1a contains the total of dividends and short-term capital gains. However, the special tax treatment allowed by the states applies only to dividends paid as a result of receiving interest from government obligations. The special tax treatment does not apply to short-term capital gains.

 

 

Additional Tax Resources

State Tax Agency Information

Customer Tax Resource Center

IRS.gov or call 800-829-1040 for the IRS Tax Help Line

 

Thrivent Mutual Funds and its representatives cannot provide tax or accounting advice.