Statements and taxes

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Year-end Investor Statement

Your year-end Investor statement is a snapshot of your investing account at the end of each calendar year. The statement is created as of the end of the day (11:59 PM) on the last day of every year, and is made available in "Home > My IRESE > Statements" within a few weeks of the end of the year. Take me there

The year-end statement is particularly important because along with the Consolidated Form 1099, it provides Investors with accounting information that may be helpful when preparing their taxes. Learn more about Investor tax reporting.

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