Tax Information Center
Valuable tax information for BlackRock funds as you prepare your federal and state income tax returns.
Tax-Related FAQs
- What is a capital gain?
- Why do the mutual funds distribute capital gains?
- What is the difference between short-term and long-term capital gains?
- When are taxes paid on capital gains distributions?
- What is "buying a dividend"?
- What is a cost basis?
- Where can I learn more about dividend dates and distribution amounts for BlackRock funds?
- If distributions are reinvested, are they still subject to taxes?
- Does BlackRock try to limit capital gain distributions?
- What is the difference between record date, ex-date and payable date?
- If a mutual fund's NAV has fallen this year, how does it distribute a capital gain?
- Why does a mutual fund's NAV drop when a distribution is paid?
- When is a Form 1099 sent to shareholders?
- How are distributions recorded on forms 1099-DIV?
- Who do I contact if I have not received a 1099?
- Where can I find more information on BlackRock Funds?
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Articles
Industry Resources
- "Estate and Gift Taxes" - Internal Revenue Service
- "Highlights of Recent Tax Changes" - Internal Revenue Service
An investor should carefully consider fund objectives, risks, charges and expenses before investing. For this and more information on BlackRock funds, please view a prospectus. Please read it carefully before you invest or send money.
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