Wells Fargo Funds Portal
Beginning of content

Mutual Fund Tax Information

Individual investors

Visit our Tax Center

Fund-specific tax information

Corporate dividend exclusion
Qualified dividends
Notice: Municipal Money Market Fund merger–3-2-17
Notice: Fund liquidation–10-27-17
Notice: Fund liquidations–4-29-16
Notice: Fund mergers–7-22-16
Notice: Fund liquidation–9-1-16

Wells Fargo Funds forms 8937*

Global Dividend Opportunity Fund-12-17
High Yield Bond Fund-12-17
Income Opportunities Fund-12-17
Multi-Sector Income Fund-12-17
Multi-Sector Income Fund–12-16
Strategic Income Fund–12-16
High Income Fund–9-16
Small/Mid Cap Value Fund–9-16
WealthBuilder Equity Portfolio–9-16
Emerging Markets Equity Select Fund–1-16
VT Intrinsic Value Fund–4-16
VT Small Cap Value Fund–4-16
VT Total Return Bond Fund–4-16
Multi-Sector Income Fund–1-15
Emerging Markets Equity Select Fund–7-15
Emerging Markets Local Bond Fund–7-15
Adjustable Rate Government Fund–8-15
Emerging Markets Local Bond Fund–8-15
Ultra Short-Term Income Fund–8-15
Global Dividend Opportunity Fund–10-15
Multi-Sector Income Fund–10-15
Strategic Income Fund–10-15
Adjustable Rate Government Fund–1-14
Global Dividend Opportunity Fund–2-14
Adjustable Rate Government Fund–12-14
Conservative Allocation Fund–3-13
CoreBuilder Series G–3-13
Diversified Small Cap Fund–3-13
Equity Value Fund–3-13
Small/Mid Cap Core Fund–3-13
Equity Value Fund–10-13
Adjustable Rate Government Fund–1-12
Health Care Fund–3-12
Social Sustainability Fund–3-12
Strategic Large Cap Growth Fund–6-12
Global Dividend Opportunity Fund–10-12

*These are required filings under the revised Treasury regulations for cost basis reporting that began in 2012. Information on Form 8937 is not to be used for tax reporting. Any impact to your account is provided on Form 1099-DIV by February of the following year.

Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.