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Your brochure regarding cost basis reporting
The Internal Revenue Service (IRS) continues to move forward with changes to how financial services companies track and report cost basis. The first phase, which applied to stocks1, was effective on Jan. 1, 2011. The next phase, beginning Jan. 1, 2012, will extend these new rules to mutual funds.
Please review the brochure insert for a summary of changes coming in 2012.
For an expanded reference on cost basis tracking and reporting changes from 2011 to 2013, please visit us at ameriprise.com/costbasis.
If you have questions about cost basis reporting, please contact your advisor or call customer service at 1 (800) 862-7919.
Thank you for choosing Ameriprise Financial.
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1 The first investments covered by the new IRS reporting requirements in 2011 include stocks, preferred stocks convertible to common stock, exchange-traded funds (ETFs) and real estate investment trusts (REITs), provided the shareholder has elected to NOT participate in a dividend reinvestment plan (DRP).
2 Investments subject to the reporting requirements in 2012 will be mutual fund shares and investments which are part of a dividend reinvestment plan.
This email was sent to you by Ameriprise Financial Customer Service to provide important information about your account and/or online products and services for which you are registered. You may receive customer service emails even if you have requested not to receive email marketing offers from Ameriprise Financial.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
All securities transactions are cleared by American Enterprise Investment Services, Inc., a wholly owned subsidiary of Ameriprise Financial, Inc. American Enterprise Investment Services is a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation (SIPC).
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
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© 2012 Ameriprise Financial, Inc. All rights reserved.
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