Preparing your annual federal income tax return is a complex process. State and local taxes, along with other considerations, can further complicate matters. Learn more about some of the issues you may encounter in the preparation of your 2025 tax returns. You should consider this information in conjunction with your annual Tax Reporting Package, which includes your federal Form 1099-DIV.

All of the tax data included here has been prepared solely by BNY.^* The information provided here is general in nature and does not constitute tax advice. You should consult your tax advisor to help you determine how the data provided applies to your specific tax situation.

* BNY does not guarantee the accuracy or completeness of any of the information presented.