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Find distributions and other tax-related resources for Tortoise mutual funds.
Tax forms, publications and instructions are available for download from the IRS Web site.
Questions? Visit our Frequently Asked Tax Questions page.
1Ordinary dividends are taxed at ordinary income tax rates.
2The portion of ordinary dividends characterized as qualified dividend income will be taxable at the reduced capital gain tax rates if the stockholder meets the holding-period requirements.
3Capital gain distributions (long-term) are taxed at the reduced capital gain tax rates.
4Nondividend distributions are nontaxable and considered return of capital.