2023 tax resources

View tax report mailing schedule and documents for your tax filing. 
Adviser pointing to a document

2023 tax report schedule

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

Tax form Mailing date
1099R / 1099Q Jan. 31, 2024
1099-B, 1099-DIV, 1099-INT Jan. 31, 2024
1042-S March 15, 2024
5498-ESA April 30, 2024
5498 May 31, 2024

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