Anticipated Tax Forms mailed and available online:
| January 31, 2013: |
1099-R, 1099-Q, 1099-DIV, 1099-INT, 1099-B |
| April 30, 2013: | 5498-ESA |
| May 31, 2013: | 5498 |
2012 Important Tax Information
Download important tax information for Pax World Shareholders regarding Qualified Dividends income and Pass-Through Exemptions.
2012 1099-B/Cost Basis Insert
Download the 1099-B tax form insert with important changes to your 1099-B form including new Cost Basis Reporting rules that take effect this year.