To access a specific form, visit As always, please consult your tax advisor for more information about your specific circumstances.

Tax Document

Reports redemptions (including exchanges) on non-retirement accounts except Money Market accounts.
Standard Mailing Deadline: January

Taxable dividend and capital gains, as well as tax-exempt distributions on Fund assets held in non-retirement MainStay accounts.
Mailing Deadline: January

Reports taxable distributions and earnings on 529 plans and Coverdell Education Savings Accounts (CESAs).
Mailing Deadline: January

Complete or partial distributions from retirement accounts, direct rollovers and any related backup withholding.
Mailing Deadline: January

Reports taxes withheld on non-resident alien accounts.
Mailing Deadline: March

Reports purchases (contributions and rollovers) into IRA, Roth IRA, SEP IRA and SIMPLE IRA accounts.
Mailing Deadline: May

Reports purchases (contributions and rollovers) into a Coverdell Education Savings Account.
Mailing Deadline: April

Neither New York Life Insurance Company, nor its affiliates or representatives provide tax, legal or accounting advice.  Please contact your own professionals.