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.

Form 5498
Form 5498 is sent to you and to the Internal Revenue Service (IRS) to report IRA contributions. It is not necessary to file it with the IRS.

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.