To view your 2022 Ariel Investments tax forms:
- Log into your account.
- Once you have accessed your account, select Statements & History and then Statements & Tax Forms from the drop down menu.
- Select the Tax Forms tab.
- Select the tax form you wish to view.
As a shareholder, you may receive one or more of the following tax forms:
Form 1099-R: available online/mailed by January 31, 2023
Reports withdrawals from retirement accounts. This form also reports recharacterizations, rollovers, conversions or excess contribution removals.
Form 1099-Q: available online/mailed by January 31, 2023
Reports withdrawals from education savings accounts (e.g. Coverdell accounts).
Form 1099-DIV: available online/mailed by February 15, 2023
Reports taxable ordinary income, qualified dividends and capital gains distributed to non-retirement accounts. You will not receive this form if you only have a retirement account (e.g. IRA) or your distributions per fund are less than $10.
Form 1099-B: available online/mailed by February 15, 2023
Reports redemptions or exchanges from non-retirement accounts.
Form 5498-ESA: available online/mailed by April 30, 2023
Reports contributions made to education savings accounts through the April 18, 2023 tax deadline.
Form 5498: available online/mailed by May 31, 2023
Reports contributions made to retirement accounts through the April 18, 2023 tax deadline.
If you need assistance with any of these steps or if you have any questions or concerns, please contact one of our Shareholder Services Representatives at 800-292-7435 (option 1) between 8:00am – 7:00pm, Central Time.
As always, thank you for using Ariel Investments eDelivery.
