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Tax Resource Center

Income Received by Corporate Shareholders

Corporate shareholders may receive a deduction from gross income for ordinary income received from a mutual fund. Of the amount shown in Box 1a on Form 1099-DIV, the percentages shown for the following Funds are eligible for the corporate “dividend-received” deduction. 

At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.

Percentage of Dividends Eligible for Corporate Shareholders for 2019

Fund Name Dividend Received Deduction %
Thrivent High Yield Fund 0.1009%
Thrivent Income Fund 0.2587%
Thrivent Balanced Income Plus Fund 22.00%
Thrivent Opportunity Income Plus Fund 0.8771%
Thrivent Global Stock Fund 60.5889%
Thrivent Large Cap Value Fund 100.00%
Thrivent Diversified Income Plus Fund *  -
Thrivent Mid Cap Stock Fund 85.7931%
Thrivent Small Cap Stock Fund 98.8239%
Thrivent Moderately Conservative Allocation Fund 12.5341%
Thrivent Moderate Allocation Fund 20.6780%
Thrivent Moderately Aggressive Allocation Fund 28.4070%
Thrivent Aggressive Allocation Fund 51.7451%
Thrivent International Allocation Fund 0.0482%
Thrivent Partner Emerging Markets Equity Fund 2.9185%
Thrivent Low Volatility Equity Fund 66.5951%
Thrivent Multidimensional Income Fund *  -

 

* These percentages will be updated with the extended Forms 1099 in February.