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Planning: Tools & Service
> Tax Information
Tax Information

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  • Dividends & Capital Gains
    For Thrivent Mutual Funds: A complete listing of the most recent dividends and capital gains paid to our shareholders.
  • 2008 Tax Guides - Will be available in January 2009

Additional 2008 Tax Resources - Will be available January 2009

  • Dividends attributable to interest earned on U.S. government obligations
  • Income received by corporate shareholders
  • Percentage of Qualified Dividend Income received from corporations and certain foreign corporations
  • Percentage of dividends exempt from federal income tax
    • Thrivent Municipal Bond Fund
    • Tax Free Instruments Trust
  • Percentage of federal tax-exempt dividends subject to the Alternative Minimum Tax (AMT)
    • Thrivent Municipal Bond Fund
    • Tax Free Instruments Trust
  • State tax information for federal tax-exempt dividends
    • Thrivent Municipal Bond Fund
    • Tax Free Instruments Trust

 
TurboTax The Thrivent Mutual Funds have partnered 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

Note: 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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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)

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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, October 28, 2008 at 12:43 PM