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General Tax Questions
When are tax forms mailed and do I receive one every year?
Most tax forms are mailed between January 31 and February 15 for the prior tax year. The type of account you have and the activity in your account will determine which tax form(s), if any, you will receive. A tax form will be generated if you made a transaction or if you received $10 or more in dividends and/or capital gain distributions in each fund.
How can I receive a duplicate of a tax form that was sent to me?
You can get your tax forms faster by signing up to receive your tax forms through our e-Delivery service. You can sign up for this feature online when you access your account at www.pgiminvestments.com/myaccess. Once online, select the "Mutual Funds" tab and then click on "E-Delivery Preferences" and complete your updates.
While online, you can also take advantage of e-Delivery for mutual fund statements, transaction confirmations, and shareholder reports. In addition, you can print a copy of your recent tax forms online.
You may also obtain a duplicate tax form by calling the Prudential Mutual Fund Service Center at (800) 225-1852.
Consider a fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus and the summary prospectus contain this and other information about the fund. Contact your financial professional for a prospectus and the summary prospectus. Read them carefully before investing.
An investment in our money market funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the funds seek to preserve the value of your clients investment at $1.00 per share, it is possible to lose money by investing in the funds.
Mutual fund investing involves risk. Some mutual funds have more risk than others. The investment return and principal value will fluctuate and investor's shares when sold may be worth more or less than the original cost. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Asset allocation and diversification do not assure a profit or protect against loss in declining markets. There is no guarantee a Fund's objectives will be achieved. The risks associated with each fund are explained more fully in each fund's respective prospectus. Your clients should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation.
Investment products are distributed by Prudential Investment Management Services LLC, a Prudential Financial company, member SIPC. Separately Managed Accounts are offered through our affiliates. Jennison Associates and PGIM, Inc. (PGIM) are registered investment advisors and Prudential Financial companies. QMA is the primary business name of QMA LLC, a wholly owned subsidiary of PGIM. PGIM Fixed Income and PGIM Real Estate, are units of PGIM. © 2021 Prudential Financial, Inc. and its related entities. Jennison Associates, Jennison, PGIM Real Estate, PGIM and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.
Investment Products: Are not insured by the FDIC or any other federal government agency, may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate.