Tax Form Guides

Specific tax form information, including sample forms and instructions for Form 1099-DIV, Form 1099-B, Form 1099-R and the MFS Average Cost Statement.

Form 1099-R guide
Form 1099-R is sent to you and to the Internal Revenue Service (IRS) to report distributions from your IRA or retirement plan.

Tax Form Guide
The MFS Tax Form Guide provides tax-related information and answers to frequently asked questions. This guide is mailed to shareholders in January.