oppenheimer funds state tax information 2017 While we are charged with collecting state taxes and administering tax laws, we also regulate charitable gaming and provide revenue estimating and economic forecasting. Credit Caps See the estimated amount of cap available for Solar tax credits and Motion Picture Investor and Infrastructure tax credits. S. Tax forms and information. This website provides information about the various taxes administered, access to online filing, and forms. It covers some of the more commonly requested federal tax rates, retirement contribution limits, and some other related items. This form will also provide cost basis information for applicable accounts on the sale or exchange of fund shares during the previous calendar year. F Tax‐Exempt Income The percentage of income distributions paid by the Elfun Tax‐Exempt Income Fund during 2016 With American Funds - See which tax forms you will receive and when. Indiana and Utah taxation of municipal bond interest PDF. The Individual Income Tax Section is responsible for technical assistance to the tax community in the interpretation of Individual, Partnership, Fiduciary and Limited Liability Company tax codes and regulations; preparing and distributing tax forms and instructions to individuals and businesses necessary to complete Individual, Partnership Balances high-quality investing with tax-exempt income. source of revenue. Find out when all state tax returns are due. Tax Information; Tax Rates; Tax Due Dates [PDF] Keystone State. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. 210, October/November 2020) PA Tax Update (No. Oppenheimer Holdings is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. The information below is provided to assist with the completion of shareholder state income tax returns. Krishna is currently a portfolio manager for Oppenheimer Core Bond Fund, Oppenheimer Global Strategic Income NEW YORK, Feb. Full-year and part-year residents only: Additionally, as a general rule, the same taxable portion of an individual’s pension for federal purposes will be taxable for Information and online services regarding your taxes. Bulk Extensions File your clients' Individual, Corporate and Composite Partnership extension in bulk. You can now have this information at your fingertips with our easy-to-use electronic Mutual Fund Tax Guide. $50 a month automatic investment does not apply to the 2017 Shareholder Tax Reporting Information Closed-End Funds PDF 2017 Financial Square Funds Tax Information Letter PDF 2017 Shareholder Tax Reporting Information (Blue book) Short Version PDF Tax information for investments in Nuveen's closed-end funds, exchange-traded funds and mutual funds will be available in mid-February on our site. Federally tax-exempt income dividends. Summary Of State General Fund Revenue Collections Part III. Depending on the holdings in your account, BNY Mellon | Pershing—which provides tax reporting services on behalf of your financial organization—will begin mailing 1099 tax statements by January 31, 2021. 2017 Alternative Minimum Tax. It will assist you, as an investor, in the preparation of your 2019 Federal and state income tax returns. Be aware that neither of the funds’ returns is On Dec. Iowa Veterans Trust Fund. , MAT (www. 2016 Closed-End Funds Tax Information TAX INFORMATION For Morgan Stanley Closed-End Funds Preparing federal and state income tax returns can be challenging, but Morgan Stanley helps make this process easier by providing the information you need about our investments in a clear, concise and timely manner. Eaton Vance 2017 Tax Guide; 2017 Open-End Funds Tax Supplement: Get income by state, tax-exempt income and other fund-specific tax information; 2017 Closed-End Funds Tax Supplement; Eaton Vance 2017 Open-End Funds Distribution Summary (Updated on 3/26/18 - Added qualified dividend percentage on the Parametric Volatility Risk Premium Defensive Fund) Legg Mason 2017 Tax Guide Important tax information for investors. large cap equity mutual funds was almost twice that of their average fund expense ratio (1. To view the tax filing information for a form section, click on the appropriate icon below. J. Investments are subject to market risk. S. Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Jan. Form 1099-B: Reports gross proceeds from the sale or exchange of fund shares, number of shares sold or exchanged and federal income tax withheld. government obligations, and more as information becomes available. Last August, State Street changed the name to clarify the fund's strategy of avoiding firms with coal, gas and oil reserves. Tax consequences will vary between individuals and each individual should carefully evaluate his or her tax position with an independent advisor. Individual Returns; Business Returns; Louisiana. gov for publications, forms, and other tax information. This informative guide is a tool . This income may be tax exempt in your state. May not be combined with any other promotion including Free 1040EZ. In addition to writin You are here: HOME / State Funding Allocations Graphs History Collapse All | Expand All National Center for Appropriate Technology (NCAT) 3040 Continental Dr. States and jurisdictions allowing exclusions To the best of our knowledge, the states and jurisdictions listed below allow individual shareholders to exclude from their state taxable income the portion of mutual fund dividends derived from interest on The booklet is a summary of useful tax information for certain BlackRock Closed-End Funds. This is bad news for baby boomers in the public sector. Summary Of State General Fund Revenue Collections; Statistical Abstract 2009 - Part III. We provide accurate and timely information to Alaska taxpayers. This information is being furnished to the Internal Revenue Service (IRS). 09-md-02063-JLK-KMT. You’ll also find a worksheet with U. Just like individuals need a Socia Small business owners have a lot on their plates. 2017 Cost Index and Depreciation Schedules Statistical Abstract 2004 - Part II. IT-201 resident income tax return information. S. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. • Tax Information for Tax-Free Funds: state and federal tax reporting requirements for your T. Revenue. If you are using a screen reading program, select listen to have the number announced. The State of Iowa has established a multi-million dollar fund to provide certain services to veterans. Other forms you may need to complete and submit with your return: Form IT-201-ATT, Other Tax Credits and Taxes, if you are: subject to other New York State or New York City taxes, or State income tax is different from the federal income tax. (CSIM) is the investment advisor for Schwab Funds and Schwab ETFs. This information is crucial for compliance with tax laws as well as for employment-related administrative tasks. Welcome to the Tax Division. Proudly founded in 1681 as a place of tolerance and freedom. S. 35 percent decline in the value of the fund’s underlying 01/01/2017 — 12/31/2017 Value in General Account at Year End: $0: Value in Separate Accounts at Year End: $0: Insurance Fees and Commissions: $0: Persons Receiving Commissions and Fees: There are no brokers listed for this plan. 2017 Tax Information. PA Tax Update (No. Some providers specialize in offering exchange-traded notes (ETNs) or funds-- primarily those specializing in commodities or currencies-- that are held in master limited partnerships (LP). Get information on federal, state, local, and small business taxes, including forms, deadlines, and help filing. 37% * Includes the program management fee, state fee, and the estimated underlying fund expenses based on the most recent fund prospectuses dated prior to June 19, 2017. In 1990, MassMutual acquired Oppenheimer Management Corporation from British and Commonwealth Holdings PLC for $150 million as part of its strategy to diversify into mutual funds management. Select your state from the links below. The latest 2020 Tax Return deadlines are listed here for the 2020 return due in 2021. TurboTax® is the #1 best-selling tax preparation software to file taxes online. All values are in U. The undersigned certify that, as of June 28, 2019, the internet website of the California State Board of Equalization is designed, developed and maintained to be in compliance with California Government Code Sections 7405 and 11135, and the Web Content Accessibility Guidelines 2. S. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a If you have a family, you need to know how the IRS defines “dependents” for income tax purposes. Summary Of State General Fund Revenue Collections Part III. Find answers to Frequently Asked Tax Form Questions and Mutual Fund Distribution FAQs . The North Dakota Office of State Tax Commissioner has no responsibility for the content, accuracy or propriety of any information located there. Information you'll need to file your taxes, including funds not issuing Form 1099-DIV, online tax forms and account access, percentage of government income, earned income by state, and alternative minimum tax percentage. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice. Residency Status Information for New York Returns. 2. 2017 Dividends Received Deduction. Start for free today and join the millions who file with TurboTax. The North Dakota Office of State Tax Commissioner has no responsibility for the content, accuracy or propriety of any information located there. Fund (now Oppenheimer Global Fund) in 1969, Oppenheimer Special Fund (now Oppenheimer Growth Fund), Oppenheimer Money Market Fund, Inc. OppenheimerFunds, including its subsidiaries, manages more than $246 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of November 30, 2017. Pennsylvania personal income tax is levied at the rate of 3. Income by state for Vanguard municipal bond funds, Tax-Managed Balanced Fund PDF. Foreign tax information. State Tax Collections Total Annual Asset-Based Fee* 0. The credit for nonbusi-ness energy property, b. 5 billion and more than 10 million tax filings annually; (2) Enforce child support law on behalf of about 1,025,000 children with $1. On June 22, 2017, the Senate released the “Better Care Reconciliation Act of 2017” which proposes a phase down of the provider tax safe harbor threshold from 6. One of the most crucial tasks for a business own If you’re thinking about moving to a new state, you probably want to check out a few details first: what the housing market’s like, how many jobs are available and, of course, how much you’ll pay in property taxes. com or calling 1. Taxes And North Carolina Gross Domestic Product; Statistical Abstract 2009 - Part II. MyAlabamaTaxes. 2017 YEAR-END FUND DISTRIBUTIONS. ©2017 OppenheimerFunds Distributor, Inc. Investment Income Builder; Global Opportunities; International Equity; 2017 Tax Information PDF: 2016 Tax Information PDF: Form 8937 Oppenheimer & Co. Alabama. Learn more about mutual funds at fidelity. 40%: $6,946,788. m. Your year-end guide for tax information, including dividends, capital gains, tax forms, IRA limits and deadlines, cost basis, and tax aware products. Please see Arizona Credit Form 309 for more information. Get Adobe Reader. The product names and details* below are given by eFile providers and are subject to change. about the GE RSP Funds, also call our State Street Global Advisors Funds Associates at 800‐242‐0134. 211, December 2020/January 2021) PA Tax Update (No. Enclosed is information that will assist you in filing your 2017 income tax return: •orm 1099-DIV reports the taxable income dividends and capital gains distributed to F you by certain Invesco funds during 2017. Choose your 2020 health coverage status for step-by-step directions & tax forms Total Annual Asset-Based Fee* 0. Residents: A resident is an individual who is either (a) domiciled in New York State or (b) whose domicile is not New York State but they maintained a permanent place of abode in New York State for more than 11 months of the year and spent 184 days or more (a part of a day is a day for this purpose) in New York State during the taxable year. Use our look-up to view your form online. 800 OppenheimerFunds was named as the Best Place to Work in Money Management for 2017 by Pensions & Investments. Final 2017 Capital Gain Distributions. Reclassifications of Tax-Exempt Distributions (2017) Important tax information for investors. " You should consider the fund's investment objectives, risks, charges and expenses carefully before you invest. Please follow the instructions below: Login to TurboTax. Charles Schwab Investment Management, Inc. •his letter will assist you in calculating your state tax liability if you live in a state T Under normal market conditions, and as a fundamental policy, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in securities the income from which, in the opinion of counsel to the issuer of each security, is exempt from regular federal individual and, as applicable, the fund's state income tax. The following lists of eFile provider websites have been approved for the preparation and online electronic filing of state and federal individual income tax returns. For help regarding your federal tax filings, we recommend that you consult a tax adviser or contact the IRS at: 1-800-829-1040 for federal tax information 1-800-829-3676 to order IRS forms Internet address: irs. gov/coronavirus. General information: Budget calendar: Annual: Fiscal year: 2017: State credit rating: AA+ (as of 2017) Current governor: Michelle Lujan Grisham (D) Financial figures: Total spending (state and federal funds): $18,076,000,000 (estimated 2016) Per capita spending: $8,686 (estimated 2016) Total state tax collections: $5,462,107,000 (2016) Per In terms of net assets under management, the U. Personal Income Tax. Interest that may be exempt from federal income tax . 2019 State Tax Information for USAA Investments, A Victory Capital This report has been prepared for shareholders with tax-exempt dividends in the following funds to assist them in completing their 2019 state income tax return(s). 3% fund-stabilization surtax) 0. Morgan Stanley tax-exempt funds may have paid taxable distributions in 2017. You will then be taken to the Tax Information section of that fund’s product page. 3 KB) Open PDF file, 633. Visit oppenheimerfunds. 2020 10 Table of Contents Section 12 – Tax Collection All payments for $750 or more in a given month obligate the taxpayer to remit taxes by Electronic Funds Transfer (EFT), i. "Reconcile" your premium tax credit for 2020. The Department collects or processes individual income tax, fiduciary tax, estate tax returns, and property tax credit claims. 46%. "This is the unwinding of the Trump trade or the Trump trade re-do," said Jeff Lipton, head of municipal research and strategy at Oppenheimer. TOP SERVICES. The State of NJ site may contain optional links, information, services and/or content from other websites operated by third parties that are provided as a convenience, such as Google™ Translate. These forms of Sometimes a state that usually taxes interest on municipal bonds will exempt specific bonds at the time it issues them. 2011-2017 SSBCI Program Reports. Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund View the percentage of assets in these funds that were invested in each state or U. com or call your advisor for a prospectus with this and other fund information. 5% in those counties; that will increase to 8 counties in 2013. Analyze the Fund Invesco Developing Markets Fund Class R6 having Symbol ODVIX for type mutual-funds and perform research on other mutual funds. Individuals subject to tax by both Arizona and another state on the same income may also be eligible for a tax credit. If you owned shares of any of the Fidelity funds listed in the table on the following pages during 2017, a portion of the dividends you earned may be exempt from your state’s income or investment tax. 22, 2017, former President Donald Trump signed a massive tax bill known as the Tax Cuts and Jobs Act (TCJA). Please consult with your tax advisor to determine how your state defines tax-exempt income. Extend certain tax benefits that expired at the end of 2016 and that currently can't be claimed on your 2017 tax return, such as: a. Equity Funds. Inheritance Tax/ Estate Tax: IT-Estate Tax Calculator - 2017: Estate Tax Calculator to compute the New Jersey Estate Tax for estates with dates of death in 2017 ONLY. FundName: Fund Weighting in Puerto Rico debt: Market Value of Puerto Rico Debt: Fund: Oppenheimer Rochester MD Municipal Fund: 22. 208, June/July 2020) Total Annual Asset-Based Fee* 0. Prepare and file your income tax return with Free File! If your 2020 income was $72,000 or less, you're eligible to use Free File income tax software. i. 53 KB) Open PDF file, 93. COVID-19 Get the latest information on tax relief and other resources. 20% 1. e. Pershing LLC, its affiliates and its employees, do not provide legal, tax, accounting or financial advice or services. state. IRS tax information, including your unit’s IRS determination letter of tax-exempt status and/or application (if you have it), federal employer identification number (EIN), and copies of filed Form 990 or other required tax forms. The rebates, funded by the CARES Act, are subject to Louisiana state income tax. Florida Department of Revenue - The Florida Department of Revenue has three primary lines of business: (1) Administer tax law for 36 taxes and fees, processing nearly $37. November 28, 2017 – Certain Baron Funds have made 2017 year-end distributions (record date 11/27/17, ex-date 11/28/17, payable date 11/29/17). Tax Tables Education Accounts Maximum Compensation $132,900 No limit Tax Rate (Employees) 6. The White House has already rolled out plans for corporate tax hikes, which go to fund the $2. These funds were allocated as follows: counties 15 percent, cities 12 percent, schools (school districts and community colleges) 54 percent, and special districts 19 percent. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. 44% * Includes the program management fee, state fee, and the estimated underlying fund expenses based on the most recent fund prospectuses dated prior to June 19, 2017. Motor Fuels and Alternative Fuels Tax Rate January 1, 2015 through June 30, 2015-Effective April 1, 2015, Senate Bill 20 was passed changing the motor fuels tax rate. Fidelity calculates and reports the portion of tax-exempt interest dividend income that may be exempt from your state and/or local income tax for the state-specific funds in the “State/Local Tax-Exempt Income from Fidelity Funds” supplemental section of your Consolidated 1099 Tax Reporting Statement, when applicable. State’s Top 500 Tax Delinquencies Total Nearly $179 Million (November 19, 2020) Additional Tax Relief for California Taxpayers Affected by September Wildfires (November 6, 2020) Assembly Bill (AB) 5 - Employment Status: Apply the ABC Test to determine if a worker is an employee or independent contractor. The State of NJ site may contain optional links, information, services and/or content from other websites operated by third parties that are provided as a convenience, such as Google™ Translate. 12. View state-specific tax information related to certain Vanguard funds, such as the municipal bond funds. A high-level overview of Invesco AMT-Free Municipal Fund Class A A (OPTAX) stock. April 17, 2018** Last day to file and pay the 2017 amount you owe to avoid penalties and interest. and tax relief for those affec-ted by other 2017 disasters, such as the California wild-fires. This website provides information about the various taxes administered, access to online filing, and forms. 0. Tax Information - Calendar 2020 Tax-Exempt Income Earned By State, Commonwealth or Territory of the United States (as a percentage) Some states allow the mutual fund shareholder to reduce the amount of tax-exempt income they include on their state income tax return by the proportionate amount of tax-exempt income that they receive from their mutual Residents will be able to deduct up to $1,000 in contributions to a Massachusetts Educational Financing Authority (MEFA) U. Shareholders can determine which funds may have reclassified the tax character of distributions by visiting the Tax Center in Account Services. Do not file a second tax return or call the IRS. dollars. Tax FAQs. To print and view these forms you'll need Adobe Reader on your computer. When to expect tax information and how to understand each form. FYE 06/30/2017: $129: Use Tax Reported on One-Time, Individual Use Tax Returns: No: FYE 06/30/2017: $16: Use Tax Reported on California Income Tax Returns: No: FYE 06/30/2017: $24: Use Tax Reported on Out-of-State Purchases of Vehicles, Vessels, and Aircraft: No: FYE 06/30/2017: $28: Use Tax Reported on Foreign Purchases: No: FYE 06/30/2017: $8 The Minnesota Sales and Use Tax Business Guide provides information businesses need to know. The PFD Division's mailing address is: Permanent Fund Dividend Division PO Box 110462 Juneau, AK 99801-0462 If taxes were withheld from your or your child's PFD, report the withheld amount on IRS form 1040 on the line for "Federal Tax Withheld. territory. Invesco will file for an extension with the IRS that would permit Invesco to delay its delivery of the 2020 Form 1099-DIV and Form 1099-B to shareholders of the Invesco Real Estate Fund, Invesco Global Real Estate Fund, Invesco Global Real Estate Income Fund, Invesco Oppenheimer Real Estate Fund, Invesco SteelPath MLP Alpha Fund, Invesco SteelPath MLP Alpha Plus Fund Important 2017 tax return document. Section 199A dividends. Qualified Dividend Income Percentage for Individual Shareholders (2017) Important tax information for Form 1099-DIV is reported to the IRS. Note that application materials, program requirements, and guidance will be revised for the 2021 round of SSBCI. State Tax Tax Information. All of our references include free timely updates. Fund and tax information to help you during the 2017 tax season An IRS form Transamerica Funds sends reporting contributions for Transamerica Funds tax-deferred (retirement plan) accounts such as IRAs, naming State Street Bank as custodian. The Tax Update is a bi-monthly e-newsletter published by the Pennsylvania Department of Revenue. And, of course, if you have any questions, please call us at 1-800-373-9387. You must file Form IT-201, Resident Income Tax Return, if you were a New York State resident for the entire year. Oppenheimer's strategies have centered around non-diverse funds to offer higher yields, and the strategy is Carefully consider fund investment objectives, risks, charges, and expenses. 5% by 7 counties in 2012, bringing the total sales tax to 7. 77% vs. d. The information set forth here is general in nature and does not constitute tax advice. Google™ Translate is an online service for which the user pays nothing to obtain a purported language translation. 76 KB, for 2017 Schedule HC: Health Care Information (PDF 93. " North Carolina taxpayers are choosing a faster, more convenient way to file their State and Federal individual income tax returns by electronically filing. Your guide to special state income tax considerations, including AMT and state tax exemptions. government obligations. 44% * Includes the program management fee, state fee, and the estimated underlying fund expenses based on the most recent fund prospectuses dated prior to June 19, 2017. 3% Standard 2017 New Employer Rate (Includes 0. Answers to questions about reporting capital gains, dividends, IRA distributions, and more. Robert Oppenheimer was born in New York City on April 22, 1904, to Julius Oppenheimer, a wealthy Jewish textile importer who had immigrated to the United States from Germany in 1888, and Ella Friedman, a painter. 4 percent of the total in fiscal 2017—meaning that federal budget decisions also play a key role in state budgets. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds. gov Determine any state tax-exempt income The amount in column 1a of your Form 1099-DIV includes income from direct and indirect U. 76 KB) ETF Issuer Fund Flow League Table. territory. Government Sources. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. An individual who files an individual Illinois state income tax return will be able to deduct up to $10,000 per tax year (up to $20,000 for married taxpayers filing a joint Illinois state income tax return) for their total, combined contributions to the Bright Directions Advisor-Guided 529 College Savings Program, the Bright Start College Savings Program, and CollegeIllinois! during that tax year. 45% Tax For: Social Security (OASDI) Medicare (HI) Tax Rate (Self-Employed) 12. 2017 important tax information for open end funds 2017 open-end funds - dividends received deduction for corporate 2017 important tax information for BlackRock Liquidity Funds 2017 Distributions 2017 Closed-End Funds Tax Guide 2017 Taxable Closed-End Funds Distribution Breakdown 1. 800. 3% rate is the highest marginal tax rate in the nation. S. Additionally, counties are able to levy local taxes on top of the state amount, and most do—55 of the 67 Florida counties added local sales tax to the state tax in 2012. 001) from: Inheritance Tax/ Estate Tax: L-9(A) Resident Decedent - Affidavit Requesting Real Property Tax Waiver for deaths before January 1, 2018. irs. The state oversees local property tax procedures to make sure they comply with Idaho laws. Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. Find answers to top questions about filing federal income tax, paying, getting refunds, and more. Distribution Reclassifications (2017) Important tax information for investors. It's our no-cost way to easily complete and file your federal and New York State income tax returns online. As its name implies, it cut individual, corporate, and estate tax rates. Main Street Recovery Program . S. 4 billion in assets under management (AUM). Butte, MT 59701 Phone: (406) 494-8662 Fax: (406) 494-2905 Email: LIHEAP Webmaster Each of the 45 states with a state sales tax also has a complementary use tax, designed to prevent out-of-state or online purchases from escaping the state sales tax. The property tax raised more than $62. Use this information to report state and local intangible or personal property tax payments that apply. Applicants state that the Funds (by purchasing Interests of the OFI Global China Fund), OFI (by managing the portfolio securities of the OFI Global China Fund and the Funds at the same time that the Funds are invested in Interests of the OFI Global China Fund and/or by providing a nominal tax matters partner investment in the OFI Global China Information to note. M. Mutual Fund Publishing Company State: Department Name: Resource Link (Click to open in new tab/window) Alaska: Department of Revenue: Current Year Tax Forms: Alabama: Department of Revenue Tobacco Tax Information by State v. You should also have information regarding your state tax status, including sales tax. For advice on your particular tax situation, or for more information on the taxes covered in this supplement, please consult a professional tax advisor, the Internal Revenue Service or your state tax authority. To calculate the amount of foreign income and QDI-eligible foreign income, take the amount of Foreign Tax Paid (box 7 of IRS Form 1099-DIV) and multiply it by the factors under Foreign income and QDI-eligible foreign income in the information sheet. that may assist in the preparation of tax returns. Your 1099-G/1099-INT: What You Need to Know Form 1099-G/1099-INTs are now available. 9 funds and Vanguard Tax-Managed Balanced Fund Admiral Shares Important tax information for 2016 This update provides information to help you report earnings by state from any of your Vanguard municipal bond This document provides answers to questions regarding return filing and tax payment obligations arising under section 14103 of “An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018,” P. To view the tax filing information for a form section, click on the appropriate icon below. Invesco will file for an extension with the IRS that would permit Invesco to delay its delivery of the 2020 Form 1099-DIV and Form 1099-B to shareholders of the Invesco Real Estate Fund, Invesco Global Real Estate Fund, Invesco Global Real Estate Income Fund, Invesco Oppenheimer Real Estate Fund, Invesco SteelPath MLP Alpha Fund, Invesco SteelPath MLP Alpha Plus Fund Information to note. inc. S. Most homes, farms, and businesses are subject to property tax. Thanks for visiting our site. 1 Yet ignoring this tax drag can be costly. c. Total Annual Asset-Based Fee* 0. e. Rowe Price tax-free fund investments. Treasury obligations. S. 2011-2017 Program Materials. We recommend that you consult your tax advisor for assistance with how this information will impact your specific tax situation. We created a one stop cheat sheet for you called our 2019 Tax Reference Guide. 3% fund-stabilization surtax) 3. 39% tax-free income fund or the 4. S. Individual Returns; Business Returns Taxes. Check Back for Updates to this Page. Little UpsideSome investors worry that junk bonds are priced Information for state tax reporting We are sending this information to help you prepare your state income tax return. The investment seeks tax-free income. Effective 1 January 2012, mutual funds are required to report cost basis information to shareholders and the Internal Revenue Service (IRS) for "covered shares," or those acquired after the effective date, on tax form 1099-B. He was Vice President of OppenheimerFunds, Inc. In addition, the European Commission ordered Ireland to collect back taxes of up to $14. Talk to a tax advisor for more information about the rules in your state. Prior to the passage of the 16th Amendment in 1913, the United States government funded its operations m When it comes to funds, investors have an abundance of metrics at their disposal to help them separate the winners from the also-rans, including expense ratio and portfolio turnover. Unlike a sales tax, the use tax is self-assessed by individual taxpayers, Prior to income taxes, the U. The basics of cost basis reporting and what to do at tax time. The portfolio managers are permitted to invest up to 20% of the fund’s assets in debt securities with interest payments that are subject to federal income tax, state or local income tax and/or the federal alternative minimum tax. 2021, contains this and other information about the fund, and should be read carefully before investing. STATE INCOME TAx Maximum 2017 Taxable Earnings (Unchanged from 2016) $12,000 Employee Deduction None Employer 2017 Tax Rates (Includes 0. Kent Thune is the mutual funds and investing expert at The Balance. We began the year with volatility and rode a wave of recovery into mid-year powered by increased earnings, a strong domestic economy, and supercharged by the impact of decidedly lower corporate tax rates. PA Tax Update. It's now called the SPDR S&P 500 Fossil Fuel Reserves Free ETF (NYSE:SPYX). This percentage represents the amount of Tax-Exempt Interest Dividends paid by a fund that are subject to the alternative minimum tax (AMT). See announcement covering April 1, 2015 through December 31, 2015. 345. ”Republicans have insisted on retaining the The potential effects of taxes can be more detrimental to portfolio returns than fees. It seems that Opco is late in mailing 1099 brokerage forms to clients so they can complete their tax The FPA Funds are distributed by UMB Distribution Services, LLC: UMB Fund Services 235 W Galena Street, Milwaukee, Wisconsin 53212 You should consider the Fund's investment objectives, risks, and charges and expenses carefully before you invest. Read it state tax benefits or other state benefits such as financial aid, scholarship funds, protection from creditors and income tax deductions for contributions to their own state Section 529 Plans or exclusions from income, that are not available for contributions to the Plan. 8-04077) consolidated statement of financial condition as of december 31, 2017 and report of independent registered public accounting firm 1881 1950 1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2008 2009‐2017 Financial Crisis Sale of Oppenheimer Fund (1),(2) net of tax. announced today that Oppenheimer ADR Revenue ETF (RTR) and Oppenheimer Global Growth Revenue ETF (RGRO) (the "Funds") will be closed NEW YORK, July 13, 2017 /PRNewswire/ -- OppenheimerFunds, a leading global asset manager, is expanding its Beta Solutions product offerings with the launch of three new revenue-weighted ETFs in 2020 health coverage & your federal taxes. 91%). It also involves direct expenses for each fund and indirect expenses for the underlying funds, which together can be higher than expenses incurred when investing directly in an underlying fund. Enter a fund name, fund number, NASDAQ symbol or CUSIP number in this box, and select the fund from the menu. On July 1, 2018, employers began withholding the tax (one-tenth of 1 percent or . 2017 Qualified Dividends. State Tax Our experts are routinely relied upon for presentations, testimony, and media appearances on state tax and fiscal policy, and our website is a comprehensive resource for information on tax and spending policy in each U. AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) - Invesco Rochester New York Municipals Fund was formed on May 15, 1986 and is domiciled in the United States. Also the Idaho State Tax Commission sets property tax values for operating property, which consists mainly of public utilities and railroads. MARK-72358-2019 Consult a trusted tax professional to determine if you require this information when you file federal, state and local income taxes. " Local Tax By Population If Opt-In State Tax Total 2017 Q2 $1,201,000 N/A N/A N/A N/A N/A N/A N/A N/A 2017 Q3 $2,306,685 N/A $33,996,435 $16,998,217 $12,748,663 $4,249,554 $16,060,272 $937,946 $84,991,087 2017 Q4 $3,012,002 N/A $8,672,060 $4,336,030 $3,252,022 $1,084,007 $645,382 $3,690,648 $21,680,149 If you have already filed your 2018 tax return using the Free Edition without PLUS, then you need to upgrade to PLUS and pay first to access your prior year return. References of the source of income by state for the national tax-exempt funds must be mailed to you by January 31, 2018, with Form 1099-INT. Discount valid only for tax prep fees for an original 2017 personal income tax return prepared in a participating office. The state and local bonds, in fact, have been Tax rates and tables; Tax calculator; Free tax preparation services; Get a copy of a past year's tax return; Collections information; WFHDC online calculator; OAA (Other Agency Accounts) Timber tax information; Oregon Publication OR-17; Cigarette and tobacco products taxes; Do I owe vehicle use tax? The link you have selected will direct you to an external website not operated by the North Dakota Office of State Tax Commissioner. Through the 1960s and 1970s it added several funds to its family, including the Oppenheimer A. We’re reviewing the tax provisions of the American Rescue Plan Act of 2021, signed into law on March 11, 2021. The following security code is necessary to prevent unauthorized use of this web site. I-976 ($30 car tab) ruled unconstitutional On October 15, 2020 the Washington State Supreme Court ruled I-976 unconstitutional. State Tax Collections; Statistical Abstract 2008 - Part IV. AB's Tax Center provides you with the information you need for tax season: 2017 AB Unconstrained Bond Fund Form 8937 2017 AB Intermediate Bond Portfolio Form 8937 oppenheimer & co. Judge John L. 2018 Pioneer Closed-End Tax-Free Funds’ Dividends. 26 billion collected in FY 06/07; (3) Oversee property tax administration involving 10. * Includes the program management fee, state fee, and the estimated underlying fund expenses based on the most recent fund prospectuses dated prior to June 19, 2017. Under 2018 click on "Add a State. Estate Tax General information: Budget calendar: Annual: Fiscal year: 2017: State credit rating: AAA (as of 2017) Current governor: Ron DeSantis (R) Financial figures: Total spending (state and federal funds): $78,397,000,000 (estimated 2016) Per capita spending: $3,803 (estimated 2016) Total state tax collections: $37,640,420,000 (2016) Per capita tax The Miami-Dade School Board gave a first nod to the 2017-18 budget on Wednesday amid concerns about the long-term financial impacts of a new state education law. The litigation is called In re: Oppenheimer Rochester Funds Group Securities Litigation, Master Docket No. From juggling inventory to managing payroll and navigating tricky rules and regulations, the number of stressful tasks can seem overwhelming. Kane of the United States District Court Form 1099-DIV is reported to the IRS. Seeks to combine the stability of shorter term bond funds with the generally higher yield of intermediate-term bonds. The Ohio Department of Taxation is dedicated to providing quality and responsive service to you, our individual and business taxpayers, our state and local governments, and the tax practitioners in Ohio. 0 percent to 5. Specified Private Activity Bond Interest. When you add up to 39. , law, regulation, policies) that is different from or inconsistent with the information posted on this website, please contact us at [email protected] Cottier has been a vice president and a senior portfolio manager with OppenheimerFunds, Inc. in 1973 and Oppenheimer Tax-Free Bond Fund (now Oppenheimer AMT-Free Municipals) in 1976 and the Oppenheimer Oppenheimer Asset Management is a nationwide network of financial advisors that's headquartered in downtown New York City. Tax Professionals; Addresses for Mailing Returns; E-Fax The federal government is the second-largest source of state revenue—accounting for 32. IDR Releases Updated State Tax Guidance: Iowa Nonconformity CARES Act of 2020 March 12, 2021 The Iowa Department of Revenue has released updated tax guidance regarding Iowa nonconformity and the Coronavirus Aid, Relief, & Economic Security (CARES) Act of 2020. You can get your 2020 year-end fund distributions, view a list of funds with direct U. Distributions from money market funds are typically reported as dividends, not interest. BARON EMERGING MARKETS FUND - 2017 FORM 8937. Invesco acquired Guggenheim's exchange-traded fund business on April 6, 2018 and May 18, 2018. Best-In-State Wealth Advisors 2021. For information on your state, click on the map to the right. Because state laws vary, please consult your tax advisor or see your state’s tax form instructions to determine which types of income are exempt. 08. Partial Satisfaction and Discharge of Tax Lien: 8/17/2017: 5668: Garnishment Hardship Application: 8/9/2017: 5674: Verification of Rent Paid: 12/22/2020: 5708: Hardship Installment Agreement Application: 1/5/2018: 5735: Tax Information for Military Personnel: 1/4/2021: 5802: Fiduciary Federal Tax Deduction Schedule: 2020: 12/3/2020: 5802 Living in California has many perks, but the state's 13. 3 KB, for 2017 Form 1: Massachusetts Resident Income Tax Return (PDF 228. 42% * Includes the program management fee, state fee, and the estimated underlying fund expenses based on the most recent fund prospectuses dated prior to June 19, 2017. no. Muni single-state short portfolios invest in bonds issued by state and local governments to fund public projects. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. “fund-of-funds”, and assumes investment in a variety of underlying funds. American Funds Europacific Growth Fund of America - R4 573 Voya Global Perspective - R4 3911 The following investment options will be discontinued as an investment option in the ORP at the close of the New York Stock Exchange (generally 4:00 p. This detailed state information is not reported to the IRS and is provided to you as an additional service by the Morgan Stanley Funds. The Tax Cuts and Jobs Act modified the deduction for state and local income, sales and property taxes. Government Source Income Information Jan 17, 2018 2017 QDI Summary Jan 4, 2018 The double-tax-free status of many muni bond funds is attractive for retired investors. Also learn about cost basis, year-end dividends and capital gains, state and foreign tax exclusions, and more. We promote tax compliance through quality service and fair administration. The undersigned certify that, as of June 22, 2019, the internet website of the Franchise Tax Board is designed, developed and maintained to be in compliance with California Government Code Sections 7405 and 11135, and the Web Content Accessibility Guidelines 2. For information concerning refunds of diesel fuel tax paid to the State of California, contact the California Department of Tax and Fee Administration (formerly the Board of Equalization) at (800) 400-7115 or visit their website here. 40% 2. Often clients misplace or throw this information away, resulting in the time-consuming task of finding their statistics of earnings information. The Internal Revenue Service (IRS) has announced the updated numbers for 2017. Our goal is to help make your every experience with our team and Ohio’s tax system a success. 4 – 14. Total Annual Asset-Based Fee* 0. This information is being furnished to the Internal Revenue Service (IRS). In addition, beginning mid-February we will send tax information directly to shareholders registered with Nuveen as well as broker-dealers who then distribute tax information to investors holding The Invesco Oppenheimer Rochester New York Municipals Fund normally invests at least 80% of its total net assets in securities that are exempt from federal taxes and New York state income taxes. This is the amount you pay to the state government based on the income you make, as opposed to federal income tax that goes to the federal government. Fund from their state income tax (up to $2,000 for married couples filing jointly) beginning January 1, 2017 through the 2021 tax year, when the deduction is scheduled to expire. This link is provided for convenience and informational purposes only. Depending on the laws where you live, income from municipal bonds also may be exempt from local taxes. The highest amount added to the sales tax was 1. The amount of tax-exempt interest income in Box 10 of 2017 IRS Form 1099- DIV should be multiplied by the applicable state percentage below to obtain the amount of income potentially exempt from state income tax. Allocated Funds The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. 35 years, indicating that a 1 percent rise in interest rates would cause an 8. Should you become aware of state tax exemption information (e. Why? Because it could save you thousands of dollars on your taxes. Act 311 of the 2020 Regular Session of the Louisiana Legislature allocated federal CARES Act funds to provide grants of up to $15,000 to eligible small businesses through a program administered by the Louisiana Department of Treasury. Specific questions should be discussed with your tax advisor. The Office of Tax Analysis (OTA) analyzes the effects of the existing tax law and alternative tax programs and prepares a variety of background papers, position papers, policy memoranda, and analytical reports on economic aspects of domestic and international tax policy. This form also reports the (fair market) value of the Transamerica Funds account as of December 31 of the preceding year. 25 trillion infrastructure-focused “American Jobs Plan. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. For more information on these The link you have selected will direct you to an external website not operated by the North Dakota Office of State Tax Commissioner. 3-month fund flows is a metric that can be used to gauge the perceived popularity amongst investors of OppenheimerFunds relative to other ETF issuers. Corporations - April 15, or same as IRS - Returns are due by the 15th day of the fourth month following the close of the corporation's tax year if the entity is on a fiscal year. 1 New accounts with a minimum investment amount of $50 are offered through the Thrivent Mutual Funds “automatic purchase plan. Krishna is currently a portfolio manager for Oppenheimer Core Bond Fund, Oppenheimer Here you'll find tax preparation data for specific Vanguard mutual funds to help you file your taxes. 2011-2017 Program Rules. 00 : $30,947,106. L 115-97 (“the Act”), which was enacted on December 22, 2017. But states’ reliance on federal funds varies widely, ranging from about 21 percent of revenue in Hawaii to more than 46 percent in Montana. g. If you itemize deductions on Schedule A, your total deduction for state and local income, sales and property taxes is limited to a combined, total deduction of $10,000 ($5,000 if married filing separately). 90% Section 529 College Savings Account contribution limit Contributions are completed gifts subject to the annual gift-tax exclusion Important Cost Basis Tax Information. Treasury obligations. Cottier is a co-team leader, a portfolio manager, an officer, and a trader for the Fund and other Oppenheimer funds. 53 KB, for 2017 Form 1 Instructions (PDF 633. Payments must be initiated prior to 4 pm CDT to be considered timely. 07 percent against taxable income of resident and nonresident individuals, estates, trusts, partnerships, S corporations, business trusts and limited liability companies not federally taxed as corporations. April 15, 2021 May 17, 2021 will be the postponed tax deadline, or Tax Day, for 2020 Tax Returns. government funded itself primarily through excise taxes, tariffs, customs duties and public land sales. [54] In 1993, Concert Capital Management was created as a subsidiary of MassMutual to oversee retirement funds and endowment assets. S. Assets by state for the Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund View the percentage of assets in these funds that were invested in each state or U. Investors who acquired Fund shares during the Class Period are Class Members who may receive payment as part of the settlement of litigation regarding the Fund. That said, 50 states income ta Each business owner or manager must educate themselves on the proper use of federal tax IDs. 2017 Income from U. S. Review this quick guide on Section 199A dividends. When the value of a fund holding increases The links below take you to official state tax authority Web sites, where you can find state income tax forms and instructions for individual returns. 212, February/March 2021) PA Tax Update (No. Documents and resources from the 2010 SSBCI Allocation which operated from 2011-2017 can be found below. 5 billion from Apple, finding that the previous tax agreement between Ireland and Apple was the equivalent of illegal state aid. 1, or a subsequent version, June 28, 2019, published by the Web It needed a new tax home for two of its subsidiaries after Ireland, a former shelter for its earnings, changed its tax policy. Municipal bond interest (may also be exempt from state tax if issued in your state of residence) Private activity bonds (under the regular tax system, but may be taxable under the alternative minimum tax Given Simon’s high tax bracket let’s see if he’s better off investing in the 2. Filing Your Taxes. Your tax liability for the mutual funds that you owned in 2020 is derived primarily from income and capital gains distributions made by the funds, as well as from personal gains or losses resulting from the sale or exchange of fund shares. 1, or a subsequent version, June 22, 2019, published by the Web Accessibility The Department of Revenue is the primary agency for collecting tax revenues that support state and local governments in Mississippi. To access tax information for a specific fund, use the Fund Search below. Final Estimated Capital Gains 2017 Notice. Diesel Fuel Tax Refund. 1 billion for local government during 2016-17. Early life Childhood and education. Over the past decade, the average annual fund tax cost for U. gov . You'll find the 2017 tax rates, standard deductions, personal exemptions, and more here. Local Government Taxes And Revenues; Statistical Abstract 2009 - Part I. Eastern Time) on May 1, 2017 and on May 2, 2017 Distribution Summary Information Jan 30, 2018 2017 iShares Gold Trust Tax Reporting Statement Jan 30, 2018 2017 iShares Silver Trust Tax Reporting Statement Jan 30, 2018 2017 Tax Exempt Interest by State Jan 30, 2018 2017 U. 31: Feb. Parts of the credit for res-idential energy property, c. Sales Tax Fact Sheets and Industry Guides | Minnesota Department of Revenue COVID-19 Penalty Relief: You may ask us to cancel or reduce filing or payment penalties if you have a reasonable cause or are negatively affected by the COVID-19 pandemic. In 2018, the average Amer Investors looking for the best Oppenheimer funds can begin their search with three diverse choices that have historically outperformed category peers. Beginning in December 2007, interest from this fund has been available to provide relief for Iowa veterans and their families. Minnesota Department of Revenue COVID-19 Penalty Relief: You may ask us to cancel or reduce filing or payment penalties if you have a reasonable cause or are negatively affected by the 2018 Qualified Interest Income (QII) Dividend Report A list of qualified interest income and short-term capital gains percentages for the Northern and Northern Institutional Money Market Funds; 2017 Tax Information. It employs a total of 118 advisors that oversee $13. Information: Iowa DOT Military License Plates Apply: Veterans License Plate Applications. com . As of June 30, 2017, the fund’s effective duration was 8. There is no guarantee that all of the fund’s income will be exempt from federal or state or local income taxes. Fortune named the firm one of the 40 Best Workplaces in Financial Services and Insurance, and 25 Best Large Workplaces in New York. Tax season is here and Washington vehicle and boat owners can view their registration fees, taxes, and donations paid since January 2019. When it comes to funds, investors have an abundance of me Governments face the challenge of balancing their budgets while also fulfilling pension obligations. View foreign tax credit information for applicable Vanguard ETFs® and mutual funds. ƈ Alabama: CollegeCounts 529 Fund Advisor Plan (Class F) | State income tax deduction up to $5,000 per year ($10,000 for joint filers) | Account maintenance fee waived if Alabama resident | Total The information provided by each state may change without notice to the GSA Center for Charge Card Management. In 2019, the company earned 19 Lipper Fund Awards in four asset classes. Easily file federal and state income tax returns with 100% accuracy to get your maximum tax refund guaranteed. Guidelines Relating to Gas Tax Expenditures for Cities and Counties. To be sure you aren't Delaware Funds ® by Macquarie offers information in this section to help you better understand the year-end tax reports that we provide to shareholders. Google™ Translate is an online service for which the user pays nothing to obtain a purported language translation. 6% federal taxes, it can hurt, especially for those who cannot The Department of Revenue is the primary agency for collecting tax revenues that support state and local governments in Mississippi. Please read the Elfun Funds Prospectus and the GE RSP Funds Supplemental Information document carefully before investing. The income from such bonds is generally free from federal taxes and from state taxes in the issuing state. Quick Help: Form 1095-A & how to "reconcile" Find and use Form 1095-A. A Comprehensive Reference Guide to Your Tax Information Statement. For tax years prior to 2018, every qualified dependent you claim, you reduce your taxable income by the exemption amount, equal to $4,050 in 2017. 2020 Tax Reporting. Please contact your tax advisor to determine the availability of exemptions in your state. Open PDF file, 228. The state's Federal Tax Identification number is 92-6001185. S. Mutual Funds. If As we approach 2017, the facts have changed. 2017 Real Estate 2017 Tax Guide. Read More Only 24% of his fund currently is in BB rated debt, down from as much as 60% in 2017, and he has increased its exposure to CCC credit. This link is provided for convenience and informational purposes only. and subsidiaries (s. 15: Form 1042-S Some of the ordinary dividends paid by these funds may be excluded from state income tax. gov). Motor Vehicle Sales Tax Rates by State as of January 1, 2017: TIP #17A01-01 Date Issued: 01/27/17: Report Okaloosa County Tourist Development Tax to the Florida Department of Revenue Beginning April 1, 2017: TIP #17A01-02 Date Issued: 02/10/17: Citrus County Increases Its Tourist Development Tax Rate Beginning March 1, 2017 Please Select State For More Information Alabama. 2017 tax information. Business Return General Information Due Dates for Georgia Business Returns. ” Otherwise, the minimum initial investment requirement is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts, minimum subsequent investment requirement is $50 for all account types. I. Note: Not all states have updated their Web sites for tax year 2020. 2017 Cost Index and Depreciation Schedules Statistical Abstract 2004 - Part II. Technical Assistance and Best Practices The state of Georgia is automatically extending the 2020 individual income tax filing and payment deadline from April 15, 2021 to May 17, 2021, without penalties or interest. The 2017 Oregon Legislature passed House Bill (HB) 2017, which included the new statewide transit tax. To get the state-tax benefit, these portfolios buy bonds from only one state. 209, August/September 2020) PA Tax Update (No. Source: iStock If you receive a pension, you’re likely depending on this money to g AB's Tax Center provides you with the information you need for tax season: Access to tax 2018 AllianceBernstein Global High Income Fund Form 8937. Mr. We provide information to help you report and and pay Minnesota taxes, along with tax research, legislative information, and information for local governments. The fund's prospectus or summary prospectus, which can be obtained by calling 1. Please consult your tax advisor or state tax authority regarding the tax treatment of dividends, including income from U. Parts of HB 2017 related to the statewide transit tax were amended in the 2018 session. For the latest updates on coronavirus tax relief, check IRS. See detailed state related tax deadline and payment information. More. * If you are living or traveling outside the United States on April 17, 2018, the dates for filing your tax return and paying your tax are different. For more information, see Free File your income tax return. from September 2002 to December 2016. 0 percent of net 2017 tax preparation data. 88% taxable income fund. With a focus on quality, the strategy typically invests in a broad spectrum of investment-grade municipal bonds with maturities between three The Missouri Department of Revenue administers Missouri's business tax laws, and collects sales and use tax, employer withholding, motor fuel tax, cigarette tax, financial institutions tax, corporation income tax, and corporation franchise tax. You may also visit the IRS Web site at www. marketplace is dominated by the large ETF providers (Blackrock, State Street, and Vanguard). On the Tax Home screen click "show" to see all your tax returns & documents. OppenheimerFunds and all other ETF issuers are ranked based on their aggregate 3-month fund flows. 00 A new client is defined as an individual who did not use H&R Block or Block Advisors office services to prepare his or her prior-year tax return. Last year we discussed the potential for change, and in 2018, we experienced it. Information on reclassifications for distributions paid during the current calendar year will not be available until the first quarter of the following year. 2% Voluntary Contribution Permitted Yes UNEMPLOYMENT INSURANCE Employee Deduction None "Welcome. government factors by fund. S. 2017 Tax-Free Funds’ Dividends. Your tax information statement, which includes your 1099 forms, will be delivered as early as possible. * See form FTB 3519 for more information. com. Please consult your tax advisor or state tax authority regarding the tax treatment of dividends, including income from U. tax cuts, and the deregulation of select industries. . For information related to unemployment income, please read FAQ #3. Get an overview of foreign tax VIEW THE BARON FUNDS 2017 SHAREHOLDER TAX GUIDE. is behind the 8-ball again, and this time it’s clients who are furious. 15, 2017 /PRNewswire/ -- OppenheimerFunds, Inc. oppenheimer funds state tax information 2017