Madison Funds IRS 1099 tax information is available online and tax forms mailed to shareholders on January 20, 2020.  
 
You can view your 2019 tax information by accessing your account via Account Access. After signing in, you will find the “View Tax” option in the fund-level drop down menu on the “Shareholder Portfolio” page. This option will only display for funds that had taxable events.  Note: The IRS does not require your mutual fund tax form to accompany your tax return.

Helpful Reminders 

• You will not receive a Form 1099-DIV if you have taxable ordinary dividends for any fund totaling $10 or less. You must still include these dividends on your income tax return. The dividends are shown in the "Income and Capital Gains Summary" section of your 2019 year-end investor statement.
• IRS Form 5498 and 5498-ESA (which reports the Fair Market Value of contributions made to individual retirement accounts (IRAs) and Coverdell Education Savings Accounts (ESAs) through July 15, 2020 for the 2019 tax year) will be mailed by August 31, 2020. As of December 31, 2019, the Fair Market Value of these accounts was noted on your year-end investor statement. 
• Madison Funds has prepared tax inserts that may accompany your tax forms:

1. Information for Form 1099-DIV.
2. Additional Information for Form 1099-DIV Tax-Free National and Tax-Free Virginia Funds.

• You can download your tax information from your Madison Funds account into TurboTax^® and H&R Block^® Tax Software once the information is released.  You can quickly import your fund-related information from three tax forms: 1099-DIV, 1099-B and 1099-R.  Simply follow the instructions provided with your tax software product. 

Capital Gain Distributions