2020 Tax Brochure
The following information is for 2020 taxes. Consult your tax advisor about how to report this information on your federal and state tax returns. Your tax advisor will need this information to prepare your taxes.
2020 Capital Gain Distribution Amounts
Mutual funds are required to distribute net realized capital gains and income each year. These distributions were paid this year on December 17th (to shareholders of record on December 16th). This year’s distribution amounts are provided in the table below.
The Sit Fixed-Income Funds pay regular monthly income distributions and are not included in these figures.
2020 Tax Form Mailing Dates
Estimated mailing dates for tax forms for the 2020 tax year will be as follows: