2017 Tax Information
The following information is for 2017 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.
2017 Capital Gain Distributions
Mutual funds are required to distribute net realized capital gains and income each year. These distributions were paid this year on December 19th (to shareholders of record on December 18th). This year’s distribution amounts are provided in the table below.
The Sit Fixed-Income Funds pay regular monthly income distributions. No capital gain distributions were paid for the Fixed-Income Funds.
2017 Tax Form Mailing Dates
Estimated mailing dates for tax forms for the 2017 tax year will be as follows: