Dividends and Distributions: Do We Offer an Annual Dividend Statement?

Yes. For all clients we provide a Dividend Report which shows account detail for all dividends, and payments in lieu of dividends, as well as withholding on these amounts.

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in this FAQ was not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.