As an Artisan Funds shareholder, you will receive detailed tax information to help you properly report the taxes on your Artisan Funds investment. A listing of the year-end statements and IRS forms Artisan Funds may send you each year is provided below. For additional information, visit the Taxes section of the Fund's prospectus. Many general tax questions can also be answered by visiting the IRS website at www.irs.gov.
|Forms You May Receive from Artisan Partners Funds||Purpose||Mailing Date|
|Year-End Statement||Reports year-end share balances, dollar value and average cost||By Mid-January|
|Form 1099-B||Reports proceeds from share sales (redemptions and/or exchanges)||By January 31|
|Form 1099-DIV||Reports distributions, including income and capital gains for taxable accounts||By January 31|
|Form 1099-Q||Reports distributions from a Coverdell Education Savings Account (ESA)||By January 31|
|Form 1099-R||Reports distributions from retirement accounts, e.g. IRA, SEP-IRA, Simple IRA||By January 31|
|Form 5498||Reports contributions to and year-end balances in retirement accounts, e.g. IRA, SEP-IRA, Simple IRA||By May 31|
|Form 5498-ESA||Reports contributions to a Coverdell Education Savings Account (ESA)||By April 30|
This website is intended for persons in the United States only and should not be considered a solicitation or an offering to investors residing outside the United States. The Artisan Partners Funds are offered by prospectus. Carefully consider the Fund's investment objective, risks and charges and expenses. This and other important information is contained in the Fund's prospectus and summary prospectus, which can be obtained by calling 800 344 1770. Read carefully before investing.
Artisan Partners Funds offered through Artisan Partners Distributors LLC, member FINRA, a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Partners Funds, is owned by Artisan Partners Holdings, LP. Artisan Partners Limited Partnership does not provide investment advice directly to shareholders of the Artisan Partners Funds.
© 2017 Artisan Partners. All Rights Reserved.