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Here you can find important information about how taxes, dividends and other distributions may impact your fund holdings. You can also find historical information about dividends, distributions and capital gains from Transamerica mutual funds.
Transamerica does not provide tax advice. You should consult with a qualified tax professional for guidance about your particular situation. Additional information is available from the Internal Revenue Service website. (www.irs.gov)
2015 IRS Cost Basis Reporting
For Cost Basis information and frequently asked questions, please click the following link for related information from the IRS:
2015 Cost Basis Reporting - What you need to know
|Important Supplemental Tax Information (includes additional information on tax-exempt funds and U.S. government obligations)||Dividends Received Deduction Information (for corporate shareholders only)|
|Tax Facts at a Glance|
For common IRS forms and additional information, please visit the IRS web site at www.irs.gov
If you are a Transamerica Funds shareholder, when applicable, Transamerica Funds will send you tax forms and other information as applicable to assist you or your tax advisor in preparing your federal and state individual income tax returns. If you own shares purchased through certain broker-dealers or hold shares under certain arrangements such as plans administered by agents other than Transamerica Fund Services, Inc., you will receive tax forms from those firms.
Transamerica Funds Tax Forms Mailing Schedule
Transamerica Funds tax forms are expected to be mailed on or before the dates shown below. Please allow 7 to 10 business days for U.S. mail delivery to U.S. addresses, and additional time to non-U.S. addresses. The forms we mail in this packet may include any or all of the following forms, depending on your transactions or holdings during the year. We also include additional information with your forms to aid in your understanding of the forms and preparation of your income tax returns.
On or before January 31
On or before March 1
On or before April 30
On or before March 15
On or before May 31
How to Order Duplicate Transamerica Funds Tax Forms
If 7 to 10 business days have passed the tax forms mailing dates shown above, and you did not receive tax forms you believe you should have received from Transamerica Funds, first make sure you should receive any of these forms. For example, if your fund made no distributions and you sold or exchanged no shares from your account during the tax year, your Transamerica Funds account is not subject to any tax consequences and therefore you should not receive any tax forms. If you are still unsure, please contact Transamerica Funds Customer Service at 1-888-233-4339 Monday through Friday from 8 a.m. through 7 p.m. Eastern Time for assistance.
If tax forms were produced on any of your accounts and you did not receive your mailing, duplicate forms can be ordered by:
the internet: Go to Manage Your Account, click Transactions on the Account Balance screen; then click Duplicate Tax Forms
automated touch-tone system (Transamerica Funds InTouch): 1-888-233-4339 24 hours a day:
Press "1" for Transamerica Funds
Press "1" (24 hour automated service)
Press "1" (InTouch)
Press "3" (Year End Information and Duplicate Tax Forms)
Press "3" (Duplicate Tax Forms)
Enter Social Security or Fund and account number.
To speak with a Customer Service Representative: Dial 1-888-233-4339, option 1, then option 2;
Monday - Friday
8am to 7pm ET
Transamerica Funds are advised by Transamerica Asset Management, Inc. and distributed by Transamerica Capital, Inc.
These materials are not intended to provide tax, accounting, legal advice or investment recommendations.
Shares of the Funds may only be sold by offering the Funds’ Prospectus.
You should consider the investment objectives, risks, charges, and expenses of the Funds carefully before investing. The Prospectus contains this and additional important information regarding the Funds. To obtain the Prospectus and/or a summary Prospectus, please contact your financial professional or call 800-851-7555. The Prospectus should be read carefully before investing.
Investing in mutual funds involve significant risks, including the risk that you may lose part or all of the money you invest. For a complete discussion of the risks associated with each fund, please read the prospectus carefully.