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Tax Resources

The following resources are available to help you track and manage your taxable investments throughout the year and to help you complete your taxes at the end of the year.

Dividends & Capital Gains

A complete listing of the most recent dividends and capital gains paid to Thrivent Mutual Funds shareholders.

2011 Capital Gain Distributions Estimates

A listing of estimates for accumulated realized capital gains in Thrivent Mutual Funds.

Tax Guides

Comprehensive guides with the tax information you need to report activity within all of your Thrivent Mutual Fund accounts.

Dividend & Capital Gains FAQs

Frequently asked questions about dividends and capital gains.

Direct Deposit of Your Tax Refund

Cost Basis Reporting

Information on how Thrivent Financial will provide cost basis information to help you calculate your capital gain or loss for tax purposes when your shares are sold in non-retirement accounts.


The Thrivent Mutual Funds have worked with Intuit Inc. to provide an easy download, called Instant Data Entry, into the TurboTax® tax preparation desktop software and the TurboTax® for the WebSM service for the information reported on 1099 tax forms. TurboTax FAQs

 

Thrivent Financial for Lutherans, its affiliates and financial representatives do not provide tax advice. Due to the complexity of tax laws, we recommend consulting a tax adviser or the IRS for questions regarding your specific tax situation.

   
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201100415

Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA

Contact Us
800-THRIVENT
(800-847-4836)

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Insurance products issued or offered by Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial.

Bank products and trust services are offered through Thrivent Financial Bank (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, securities, investment advisory services, and trust and investment management accounts are not deposits, are not guaranteed by Thrivent Financial Bank, are not insured by the FDIC or any other federal government agency, and may go down in value.

Last updated: January 24, 2012