Accounts & Services

Understanding Your 2015 Tax Forms and Tax Form FAQs

Get more information to help you understand  your tax forms and Dreyfus statements, as well as general instructions on how to report this information on your federal personal income tax return.

1099-DIV – is a record of all taxable dividends and distributions earned from your Dreyfus fund investments during 2015.

1099-B – is a record of the redemption proceeds from the sales or exchanges made in your Dreyfus non-retirement mutual fund accounts, except money market accounts, during 2015.

1099-R – is a record of all reportable distributions, including qualified distributions, premature distributions and rollovers, taken from your Bank of New York Mellon retirement plan account.

1099-Q – is a record of all distributions and transfers made in the 2015 tax year from Coverdell Education Savings Accounts (Coverdell ESAs/formerly known as Education IRAs)

5498 – reports IRA contributions, rollovers, conversions and recharacterizations made to your Dreyfus retirement account(s) from January 1, 2015, through April 18, 2016, as well as the value of these accounts as of December 31, 2015.

5498-ESA – reports Coverdell Education Savings Account (ESA) contributions and rollovers made for you for 2016.

This section is general in nature and is not intended and should not be considered as legal or tax advice. Your particular circumstances may require you to report tax information differently. In addition, please note that Form 5498 is sent after April 18 to ensure that all contribution amounts made to your retirement account(s) are accurately reported to you and to the IRS. Any questions on how to report your tax information should be referred to your tax advisor. However, if you have any further questions on your account(s) or the materials you receive, please feel free to call us at the telephone number printed on your tax form or contact your advisor.

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