Ivy Funds - Tax Center

Tax Center

Ivy Funds tax center provides information that may aid you in preparing for the upcoming tax reporting season. In this section, you will find a list of the tax information you may receive, along with the expected mail dates, and other special tax requirements.

Tax Information Mailing Schedule
Review tax forms and the expected mail dates.

Withholding of State Income Tax
Review the various state income tax requirements mandated on certain distributions from retirement accounts.

1099 & 5498 Tax Guide Forms & Resources
The forms included are IRS Form 1099-DIV, IRS Form 1099-B, IRS Form 1099-INT IRS Form 1099-R and IRA Form 5498.

1099 Tax Information
This section provides information relating to Interest from U.S. Obligations, Municipal Bond Interest by State and Foreign Source Income.

The tax information in this section of the website is for informational purposes only. It is not intended, and should not be construed, as a recommendation, or legal, tax, or investment advice. You should consult your tax advisor to answer questions about your specific situation or needs.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus carefully before investing.