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Planning: Tools & Service
> Tax Information > 2007 Tax Guides
2007 Tax Guides

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  • 2007 Tax Guide: Thrivent Mutual Funds (PDF, 685K)
    This comprehensive guide includes important tax information and helpful tips to assist you and your tax adviser in preparing your 2006 taxes. It contains the information you need to report activity within all of your Thrivent Mutual Fund accounts.

  • 2007 Tax Guide: Thrivent Mutual Funds—Retirement plan accounts (PDF, 300K)
    This guide contains useful information pertaining to IRA, SEP, SIMPLE, 403(b) and qualified retirement plan accounts. It gives details on IRS Form 1099-R, which reports distributions taken, and IRS Form 5498, which reports contributions made to IRAs.

  • 2007 Tax Guide: Thrivent Mutual Funds—Non-retirement plan accounts (PDF, 527K)
    This guide contains details specific to individual, joint, custodial and other non-retirement plan accounts. You’ll find details about: IRS Form 1099-DIV (dividend and capital gain distributions); IRS Form 1099-B (redemptions and average cost basis); and IRS Form 1099-INT (federal tax-exempt dividends. IRS Form 1099-INT replaced the Schedule of Federal Tax Exempt Dividends form.)


  • 2007 Tax Guide: Form 1099-Q – Coverdell Education Savings Accounts (PDF, 157K)
    This guide contains details specific to the reporting of distributions and rollovers from Coverdell Education Savings Accounts.

 

   
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Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.

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This document was last updated on Tuesday, January 22, 2008 at 11:52 AM