Fund Information: Tax Center
To help explain the often-complex tax information investors receive, we have compiled the following resources. We encourage you to review them in conjunction with a qualified tax advisor who can help you evaluate your specific tax situation.
Cost Basis Reporting Rules
What the changes in Cost Basis mean to you
Tax-Related FAQs
For answers to commonly asked tax-related questions, click here.
Tax Form Information
Estimated dates for distributing year-end tax information. Learn more.
Need Additional Tax Information?
- To speak to an IRS representative, call: 1.800.829-1040
- To order IRS publications or forms, call: 1.800.829-3676
- To visit the IRS online, go to: www.irs.ustreas.gov
2011 Tax Information
Principal Funds, Inc.
- 2011 Capital Gains Distribution
- October 2011 Fund Merger Designations
- Explanation of the 2011 Tax Form(s) You Have Received
- Principal Funds 2011 Tax Reporting Supplement
- Government Obligations Percentage
- Foreign Tax Credit
- Return of Capital
- Qualified Dividends
- Alternative Minimum Tax
- Special Tax Information for Real Estate Securities Fund Shareholders
- Tax-Exempt Interest Income by State
- Reinvest your tax refund
2010 Tax Information
Principal Funds, Inc.
- 2010 Capital Gains Distributions
- July 2010 Fund Merger Designations
- November 2010 Fund Merger Designations
- Explanation of the 2010 Tax Form(s)You Have Received
- Principal Funds 2010 Tax Reporting Supplement
- Government Obligations Percentage
- Qualified Dividends
- Reallocation of Principal Funds, Inc. Distributions: Return of Capital Redesignation
- Foreign Tax Credit
- Alternative Minimum Tax
- Special Tax Information for Real Estate Securities Fund Shareholders
- Tax-Exempt Interest Income by State
Principal Variable Contracts Funds, Inc.
2009 Tax Information
Principal Funds, Inc.
- 2009 Capital Gains Distributions
- Important Notice to Owners of Shares of the Principal Mortgage Securities Fund
- Principal Funds 2009 Tax Reporting Supplement
- Government Obligations Percentage
- Qualified Dividends
- Reallocation of Principal Funds, Inc. Distributions: Return of Capital Redesignation
- Foreign Tax Credit
- Alternative Minimum Tax
- Special Tax Information for Real Estate Securities Fund Shareholders
- Tax-Exempt Interest Income by State
- Reinvest your tax refund... it's Easy
- Explanation of the 2009 Tax Form(s) You Have Received
Principal Variable Contracts Funds, Inc.
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
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To obtain a prospectus, download online or call Customer Service at 1.800.222.5852
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Customer Service at 1.800.222.5852.
A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.
This Web site was created and is maintained by Principal Funds Distributor, Inc. exclusively, and not by the Directors of the funds.
Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.
Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency
