To help you better plan for tax season, here are the approximate mailing dates for
We strongly recommend that you wait to receive these forms before preparing your tax returns, so that you have the most up-to-date and complete information.
| Mailing Schedule1 | Form | Explanation of Form |
| Early January | Year-End Statement | Reports distributions and activity in each fund account for the year, including any tax-free income and year-end balances for IRA accounts. |
| Late January | Combined Tax Package | Taxable activity for mutual fund accounts, including Forms 1099-B, 1099-DIV, and 1099-R. |
| Form 1099-Q | Reports distributions from qualified education programs, including state tuition plans and Coverdell Education Savings Accounts. | |
| Mid-February | Forms |
For the T. Rowe Price Real Assets Fund, T. Rowe Price Real Estate Fund, T. Rowe Price Global Real Estate Fund, and T. Rowe Price Small-Cap Value Fund only. |
| Late February | Brokerage Tax Forms | Taxable activity for Brokerage accounts that have received income from investments in mutual funds will be sent under separate cover by Pershing LLC. |
| Mid-March | Form 1042-S | Reports taxable dividends and income tax withheld on accounts owned by nonresident aliens. |
| Mid-May | Form 5498 | Reports 2011 contributions to Traditional and Roth IRAs, SEP-IRAs, and SIMPLE IRAs. |
1Year-end statements will be mailed or e-mailed to all shareholders. You also may receive the other forms listed, depending upon your investments.
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