Accounts & Services

Tax Center

Get tax-smart investing tips, help understanding your tax forms, a schedule of when to expect your Dreyfus tax information,as well as the Dreyfus information you need to  prepare your tax return.

  • Capital Gains and Distribution Information

    Get latest, year end and historical capital gains and distribution information

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  • State/Other Tax Issues

    Preparing your annual federal income tax return is a complex process. State and local taxes, along with other considerations, can further complicate matters. Learn more about some of the issues you may encounter in the preparation of your tax returns.

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  • Form 8937: Report of Organizational Actions Affecting Basis of Securities

    Issuers of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions, including tax-free reorganizations and nontaxable distributions that affect the basis of the securities involved in the organizational action.

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  • Tax Information Online Posting and Mailing Schedule

    Find out when you can expect to receive your Dreyfus tax information and statements and when the data you need will be available online.

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  • Understanding Your Tax Forms and Tax Forms FAQs

    Need help making sense of your tax forms? Have questions about the forms? Get all the answers here.

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  • Tax Smart Investing

    Taxes are inevitable, but long-term, tax-smart investing strategies may help you keep more of what you earn.

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The IRS offers several informative booklets covering the entire range of federal income taxation. One of the most useful is IRS Publication 564, Mutual Fund Distributions and Cost Basis. All of these publications are available free of charge by calling 1-800-TAX-FORM. You may also visit the IRS Web site at www.irs.gov for publications, forms, and other tax information. And, of course, if you have any questions about your Dreyfus account, call us at 1-800-DREYFUS.

The information set forth here is general in nature and does not constitute tax advice. Specific questions should be discussed with your tax advisor.

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