2020 tax resources

View tax report mailing schedule and documents for your 2020 tax filing. 

Adviser pointing to a document

2020 tax report schedule

Praxis Mutual Funds® will mail tax reports to account holders by the following dates.

Tax form Mailing date
1099R / 1099Q 1/31/2021
1099-B, 1099-DIV, 1099-INT 1/31/2021 
1042-S 3/15/2021
5498-ESA 4/30/2021
5498 5/29/2021

Please keep in mind that tax forms may not be issued if the reportable amount is below the IRS reportable minimums. For example, forms 1099-DIV and 1099-INT are not created for amounts under $10, if no withholding was taken from eligible distributions.

Please call the Praxis Mutual Funds shareholder support line if you have questions about the mailing of your form at 800-977-2947. Shareholder support staff cannot provide tax advice, so please consult your tax advisor.