02/10/2017

2016 Shareholder Tax Forms Have Been Mailed Early

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Every year, mutual fund companies must mail IRS Form 1099-B to their customers by February 15th.  Forms going out to Aquila Group of Funds direct shareholders were in the mail the week of February 6, 2017.

In the fall of 2008, the IRS enacted a new law which changed the 1099-B mailing deadline from January 31 to February 15.

The prompt delivery of year-end tax forms is just one example of the ways in which we strive to be exceptionally shareholder oriented in everything we do.