Tax Center
January 29, 2016
Taxes are complicated and the laws continually evolve. These FAQs, cost basis rules, and form overviews should help keep you better informed about your tax situation.
Cost basis reporting rules
The basics of cost basis reporting and what to do at tax time.
Tax forms and information
When to expect tax information and how to understand each form.
Tax FAQs
Answers to questions about reporting capital gains, dividends, IRA distributions, and more.
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.
Dividends and Capital Gain Distributions
| Principal ETFs | |
|---|---|
| 2018 Dividend and Capital Gains Distribution Calendar | Download |
| Principal Funds, Inc. | |
|---|---|
| 2018 Dividend and Capital Gains Distribution Calendar | Download |
| 2018 Capital Gains Distributions | Download |
| Historical Distributions | View |
| Principal Variable Contracts Funds, Inc. | |
|---|---|
| 2018 Dividend and Capital Gains Distribution Calendar | Download |
| 2017 Dividend and Capital Gains Distribution | Download |
Principal Fund Specific Tax Information
| Annual Tax Information | |
|---|---|
| 2017 Principal Funds Tax Reporting Supplement | Download |
| 2016 Principal Funds Tax Reporting Supplement | Download |
| 2015 Principal Funds Tax Reporting Supplement | Download |
| Report of Organizational Actions Affecting Basis of Securities | |
|---|---|
| 2018 | |
| October 12, 2018 - LargeCap Value Fund Acquisition | Download |
| April 27, 2018 - Real Estate Allocation Fund Return of Capital | Download |
| 2017 | |
| September 29, 2017 - LargeCap Growth Fund II Acquisition | Download |
| April 28, 2017 - Global Opportunities Equity Hedged Fund Return of Capital | Download |
| 2016 | |
| October 28, 2016 - Credit Opportunities Explorer Fund Return of Capital | Download |
| August 31, 2016 - Capital Securities Fund Return of Capital | Download |
| 2015 | |
| August 31, 2015 - Capital Securities Fund Return of Capital | Download |
| April 24, 2015 - LargeCap Blend Fund II Acquisition & Return of Capital | Download |
| 2014 | |
| December 15, 2014 PFI - Government & High Quality Bond Return of Capital | Download |
| June 6, 2014 PFI - LargeCap Value I Acquisition | Download |
| April 25, 2014 PFI - SmallCap Growth II Acquisition | Download |
| 2012 | |
| February 17, 2012 PFI - SmallCap Growth Acquisition | Download |
| February 17, 2012 PFI - SmallCap Value Acquisition | Download |
| Written Notices | |
| October 2018 Fund Merger Designations | Download |
| April 2018 Fund Liquidation Designations | Download |
| September 2017 Fund Merger Designations | Download |
| April 2017 Fund Liquidation Designations | Download |
| May 2015 Fund Merger Designations | Download |
| February 2015 Fund Merger Designations | Download |
Principal Variable Contracts Funds, Inc.
| Annual Tax Information | |
|---|---|
| 2017 Principal Variable Contract Funds Tax Reporting Supplement | Download |
| 2016 Principal Variable Contract Funds Tax Reporting Supplement | Download |
| 2015 Principal Variable Contract Funds Tax Reporting Supplement | Download |
| Written Notices | |
| April 2015 Fund Merger Designations | Download |
| Foreign Tax Redetermination Notices | |
| PVC - Diversified International Account Foreign Tax Redetermination | Download |
| PVC - International Emerging Markets Account Foreign Tax Redetermination | Download |