UBS is proud to be your provider for tax documents. Please see our tax planning and mailing schedule for this upcoming tax season, as well as some helpful Frequently Asked Questions (FAQs) to assist you with any questions you may have.

In order to access and download your information you will need your UBS account number and the Document ID located at the top of your UBS tax reporting form. Your UBS account number is your username and the Document ID number is your password. The example below illustrates where you can find this information on your UBS tax reporting documents.

It provides detailed explanations and examples of the tax reporting statement you may receive, depending on the type of reportable income you have in your account. The Consolidated Form 1099 reflects information that is reported to the Internal Revenue Service (IRS).

UBS Asset Management (Americas) LLC is a subsidiary of UBS Group AG. The enclosed information is being provided as federal, state and local supplemental tax information. Due to the many differences in state and local tax regulations, shareholders of these funds should consult their tax advisors.

Wealth management services in the United States are provided by UBS Financial Services Inc. Member SIPC

Review the key mailing dates for 2023 tax reporting forms and documents. There have been no significant changes or enhancements to Forms 1099 for the 2023 tax year. We recognize the importance of providing you with tax forms and other information as early as possible to assist you with your tax preparation.

the net investment income tax or the alternative minimum tax. In some cases, an individual may have certain credits that apply against the tax (thus reducing the amount owed). In this chapter, we cover the main . elements of each of these steps, as well . as some of the key rules concerning the payment of income taxes and filing an income tax ...

The 3.8% Net Investment Income Tax (NIIT) remains in effect. The tax is 3.8% of the lesser of: (1) net investment income and (2) the excess of Modified Adjusted Gross Income (MAGI) over the threshold amount. The NIIT will be assessed on taxpayers with MAGI exceeding the following threshold amounts:

During tax season or throughout the year, if you misplace your Form 1099 or need a copy of a statement, UBS Online Services is the place to go. To view, download and/or print these important documents, follow these simple steps: • Go to UBS Online Services at ubs.com/ onlineservices and log in • From the Home Page, select the Accounts

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