mirror of
https://gitlab.silvrtree.co.uk/martind2000/ft-webplatform.git
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242 lines
12 KiB
JSON
242 lines
12 KiB
JSON
{
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"provider": {
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"BeanID": "us.tax-information-labels",
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"id": "tax-information-labels",
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"labels": {
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"label": [
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{
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"key": "component-heading",
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"title": {},
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"value": "Tax Information"
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},
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{
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"key": "federal-id-number",
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"title": {},
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"value": "Federal ID Number"
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},
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{
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"key": "contact-us-info",
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"title": {},
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"value": "For information on tax years prior to 2008, please contact us."
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},
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{
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"key": "tax-free-income-fund-para",
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"title": {},
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"value": "These amounts represent current year distributions paid by the fund (if any) and tax-exempt distributions accrued in the current year. These amounts are reported to shareholders on Form 1099-DIV and/or Form 1099-INT."
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},
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{
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"key": "non-tax-free-income-fund-para",
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"title": {},
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"value": "These amounts represent current year cash distributions paid by the fund and foreign taxes passed through (if any). These amounts are reported to shareholders on Form 1099-DIV."
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},
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{
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"key": "updated-annually",
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"title": {},
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"value": "(updated annually)"
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},
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{
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"key": "tax-year",
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"title": {},
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"value": "Tax year:"
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},
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{
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"key": "tax-go-button",
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"title": {},
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"value": "Go"
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},
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{
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"key": "ytd-total-ret",
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"title": {},
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"value": "<abbr title=\"Year to Date\">YTD<\/abbr> Total return at Nav"
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},
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{
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"key": "record-date-label",
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"title": {},
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"value": "Record <br/>Date"
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},
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{
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"key": "pay-date-label",
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"title": {},
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"value": "Pay <br/>Date"
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},
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{
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"key": "total-distributions-label",
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"title": {},
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"value": "Total <br/>Distributions ($)"
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},
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{
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"key": "ordinary-dividends-label",
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"title": {},
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"value": "Ordinary <br/>Dividends ($)"
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},
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{
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"key": "long-term-cap-gains-label",
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"title": {},
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"value": "Long-Term <br/>Cap Gains ($)"
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},
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{
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"key": "tax-exempt-income-label",
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"title": {},
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"value": "Tax-Exempt <br/>Income ($)"
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},
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{
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"key": "non-taxable-return-of-capital-label",
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"title": {},
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"value": "Non-Taxable <br/>Return of Capital ($)"
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},
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{
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"key": "qualified-dividend-income-label",
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"title": {},
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"value": "Qualified <br />Dividend Income ($)"
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},
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{
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"key": "additional-tax-information",
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"title": {},
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"value": "Additional Tax Information"
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},
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{
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"key": "additional-tax-info-text",
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"title": {},
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"value": "<h3>Direct U.S. Government Obligations<\/h3>\n <p>To determine the amount of income derived from these obligations, multiply the total ordinary dividends you received from the fund during the calendar year, as reported on Form 1099-DIV, box 1a by the percentage shown. The percentage of direct U.S. government obligation interest available for tax-exempt treatment may be limited in states that require the fund to meet certain minimum thresholds. Please contact your tax advisor to determine the availability of exemptions in your state.\n <h3>Specified Private Activity Bond Interest<\/h3>\n <p>This percentage represents the amount of Tax-Exempt Interest Dividends paid by a fund that are subject to the alternative minimum tax (AMT). The dollar amount of AMT reportable specified private activity bond interest paid to an individual shareholder is reported on Form 1099-DIV, box 11. Other shareholders can determine the AMT reportable specified private activity bond interest by multiplying the percentage shown by the total Tax-Exempt Income Dividends received during the year as reported on their annual Year-End Asset Summary Statement.\n\t\t\t\t\t <h3>Dividends-Received Deduction<\/h3>\n\t\t\t\t\t <p>This percentage represents the amount of ordinary dividends paid (including short-term capital gains distributions) during the fund's fiscal year, as income qualifying for the dividends-received deduction.<\/p>"
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},
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{
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"key": "for-tax-year",
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"title": {},
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"value": "for Tax Year"
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},
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{
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"key": "direct-usgovt-obligations",
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"title": {},
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"value": "Direct U.S.Gov't Obligations %"
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},
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{
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"key": "specified-private-activity-bond-interest",
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"title": {},
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"value": "Specified Private Activity Bond Interest %"
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},
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{
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"key": "dividends-received-deduction",
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"title": {},
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"value": "Dividends-Received Deduction %"
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},
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{
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"key": "dividends-received-deduction-name",
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"title": {},
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"value": "DividendsReceivedDeduction"
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},
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{
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"key": "direct-usgovt-obligations-name",
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"title": {},
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"value": "DirectUSGovernmentObligations"
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},
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{
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"key": "specified-private-activity-bond-interest-name",
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"title": {},
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"value": "AlternativeMinimumTax"
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},
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{
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"key": "foreign-tax-credit-information-label",
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"title": {},
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"value": "Foreign Tax Credit Information"
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},
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{
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"key": "foreign-tax-credit-info-text",
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"title": {},
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"value": "<h3>Foreign Tax Credit Information<\/h3>\n <p>These amounts represent the foreign taxes paid and foreign source income as designated by the fund that is allocated to shareholders of record on the date(s) noted below. Foreign tax paid allocated to shareholders is reported on Form 1099-DIV, box 6 and is also included in box 1a, Total Ordinary Dividends. Form 1099-DIV also reports foreign source income paid to shareholders.<\/p>"
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},
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{
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"key": "tax-exempt-income-jurisdiction-label",
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"title": {},
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"value": "Tax-Exempt Income Jurisdiction"
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},
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{
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"key": "tax-exempt-income-jurisdiction-info-text",
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"title": {},
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"value": "<h3>Tax-Exempt Income by Jurisdiction<\/h3>\n <p>This table lists the percentage of your tax-exempt income dividends that may qualify for exemption in your state. (Please contact your tax advisor to determine the taxability of this income in your state.) To determine the amount of income derived from each jurisdiction, multiply the total tax-exempt interest you received from the fund during the calendar year, as reported on Form 1099-DIV, box 10 by the percentage shown.<\/p>"
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},
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{
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"key": "ordinary-dividends-info-text",
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"title": {},
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"value": "<p>Ordinary Dividends represent dividends paid by a fund that are derived from interest, dividends, net short-term capital gains and other types of ordinary income earned by the fund. For a fund that elects to pass through its foreign taxes paid (a non-cash item), a shareholders allotted share of foreign taxes has been added to the Ordinary Dividend cash distributions received by the shareholder. Ordinary Dividends equals the amount reported to shareholders on Form 1099-DIV, box 1a.<\/p>"
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},
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{
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"key": "qualified-dividend-income-info-text",
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"title": {},
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"value": "<p>This amount reflects the portion of a fund's distribution of Ordinary Dividends reported on Form 1099-DIV, box 1a that may be eligible for the 15% tax rate for individuals (0% for lower tax bracket taxpayers). This amount represents both cash distributions and non-cash amounts, such as foreign taxes paid, that have been allocated to shareholders. Qualified Dividend Income equals the amount reported to shareholders on Form 1099-DIV, box 1b.<\/p>"
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},
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{
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"key": "further-information-label",
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"title": {},
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"value": "Further Information"
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},
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{
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"key": "total-label",
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"title": {},
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"value": "Total"
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},
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{
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"key": "distributions",
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"title": {},
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"value": "DISTRIBUTIONS (PER SHARE)"
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},
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{
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"key": "per-share",
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"title": {},
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"value": "(per share)"
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},
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{
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"key": "info-modal-content-2",
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"title": {},
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"value": "<p><b>Foreign Tax Credit Information<\/b><br />These amounts represent the foreign taxes paid and foreign source income as designated by the fund that is allocated to shareholders of record on the date(s) noted below. Foreign tax paid allocated to shareholders is reported on Form 1099-DIV, box 6 and is also included in box 1a, Total Ordinary Dividends. Form 1099-DIV also reports foreign source income paid to shareholders.<\/p>"
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},
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{
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"key": "info-modal-content-3",
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"title": {},
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"value": "<p><b>Tax-Exempt Income by Jurisdiction<\/b><br />This table lists the percentage of your tax-exempt income dividends that may qualify for exemption in your state. (Please contact your tax advisor to determine the taxability of this income in your state.) To determine the amount of income derived from each jurisdiction, multiply the total tax-exempt interest you received from the fund during the calendar year, as reported on Form 1099-DIV, box 10 by the percentage shown.<\/p>"
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},
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{
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"key": "info-modal-content",
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"title": {},
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"value": "<p><b>Direct U.S. Government Obligations<\/b><\/p>\n<p>To determine the amount of income derived from these obligations, multiply the total ordinary dividends you received from the fund during the calendar year, as reported on Form 1099-DIV, box 1a by the percentage shown. The percentage of direct U.S. government obligation interest available for tax-exempt treatment may be limited in states that require the fund to meet certain minimum thresholds. Please contact your tax advisor to determine the availability of exemptions in your state.<\/p>\n<p><b>Specified Private Activity Bond Interest<\/b><\/p>\n<p>This percentage represents the amount of Tax-Exempt Interest Dividends paid by a fund that are subject to the alternative minimum tax (AMT). The dollar amount of AMT reportable specified private activity bond interest paid to an individual shareholder is reported on Form 1099-DIV, box 11. Other shareholders can determine the AMT reportable specified private activity bond interest by multiplying the percentage shown by the total Tax-Exempt Income Dividends received during the year as reported on their annual Year-End Asset Summary Statement.<\/p>\n<p><b>Dividends-Received Deduction<\/b><\/p>\n<p>This percentage represents the amount of ordinary dividends paid (including short-term capital gains distributions) during the fund's fiscal year, as income qualifying for the dividends-received deduction.<\/p>"
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},
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{
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"key": "all-fund-distribution-message",
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"title": {},
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"value": "All fund distributions will vary depending on current market conditions, and past distributions are not indicative of future trends."
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},
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{
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"key": "close",
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"title": {},
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"value": "Close"
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},
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{
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"key": "no-distribution-paid-message",
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"title": {},
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"value": "No Distributions Paid."
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},
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{
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"key": "reset-to-current",
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"title": {},
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"value": "Reset to Current"
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},
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{
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"key": "year-end-message",
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"title": {},
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"value": "Tax information will be posted by mid-February."
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},
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{
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"key": "mdash",
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"title": {},
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"value": "—"
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},
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{
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"key": "not-applicable-message",
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"title": {},
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"value": "Not applicable to this fund."
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}
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]
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},
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"source": "provider",
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"type": "XmlResourceProvider"
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}
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} |