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TAX GUIDE FOR 2011 Generate a printer-friendly version Print this page
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Information About Your 2011 Tax Forms

Form Mailed Times Internet Version
Substitute Tax Form 1099-Div/B February 15, 2012* Yes
IRS Form 1099-R January 31, 2012 Yes
IRS Form 1099-Q January 31, 2012 No
IRS Form 1042-S (Non-Resident Accounts) March 15, 2012 No
IRS Form 5498 May 31, 2012 Yes
IRS Form 5498-ESA April 30, 2012 No

Click here to login to your account and view the available internet version of your tax forms.


Information about Form 1099-DIV / B
Dividends and Distributions
Redemptions and Exchanges of Shares

Information about Form 1099-R
Retirement Plan Distributions

Information about Form 1099-Q
Coverdell ESA Distributions

Information about Form 5498
Contributions to Retirement Plans

Information about Form 5498-ESA
Contributions to Coverdell ESA’s

Information about your Cost Basis Statement
Determine your Cost Basis

Information about Form 1042-S
Reports income earned in accounts by non-resident alien investors

Supplemental Information

QDI Tax Information
Qualified Distribution Income

 



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*Dates extended due to legislation passed in 2008.

This information does not constitute tax advice. Please consult your tax advisor and/or state and local tax offices for more complete information.

©2012 Rydex Distributors, LLC. All Rights Reserved.

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For more complete information regarding the funds, call 800.820.0888 or click here for a prospectus and a summary prospectus (if available). Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. A fund's prospectus and its summary prospectus (if available) contains this and other information about the fund. Please read the prospectus and summary prospectus (if available) carefully before you invest or send money.


The funds are distributed by Rydex Distributors, LLC (RDL). Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC (GP), which includes Guggenheim Partners Asset Management, LLC (GPAM) and Security Investors, LLC (SI), the investment advisors to the referenced funds. Rydex Distributors, LLC, is affiliated with GP, GPAM and SI.


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