Tax information

Access the resources you need for tax preparation and filing, including capital gains distributions reports, and supplemental tax information documents.

Corporate Actions Tax Documents 2025 2024 Historical Distributions Tax Tools & Resources

Corporate actions

Also known as IRS Form 8937, access reports of organizational actions affecting basis of securities filed for current and previous years.

Corporate actions reports

Russell Investment Company (RIC) Funds supplemental tax information documents

FORM 1099 SUPPLEMENTAL INFORMATION
Updated annually, typically by the end of January of the following year

INCOME BY COUNTRY
Updated annually, typically by the end of February of the following year

ICI (INVESTMENT COMPANY INSTITUTE) FILES
The following files provide CUSIP-level IRS information for Form 1099-DIV and other tax-related items, including: allocation of tax-exempt income by state, percentage of U.S. direct obligation and agency income, foreign tax credit information, corporate qualifying dividend percentages (for corporate taxpayers only) and qualified dividend income percentages (QDI).

2025

2024

Historical capital gain distributions

RUSSELL INVESTMENTS' TAX-MANAGED SOLUTIONS

Since the launch of our Tax-Exempt Bond Fund in 1985, our goal has been to help investors maximize their after-tax wealth. The proof is in the numbers. Check it out.

      Tax tools & resources

      Tax-managed investing

      Every dollar you put toward taxes is a dollar less put toward your financial goals. Achieve your long-term goals with tax-managed investing.

      Learn more


       

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      Not a Deposit | Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Insured by any Federal Government Agency

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      First used: October 2012. Revised: May 2025. RIFIS 22082