Tax Guide

SEI Private Trust Company is pleased to provide investors with online versions of our tax guides.

SEI Private Trust Company is pleased to provide investors with online versions of our tax guides. They provide important year-end tax reporting information for your investment account custodied at the SEI Private Trust Company.

Please feel free to share this guide with your tax professional. 

Download the 2017 Tax Retirement Guide (PDF)

Download the 2017 Tax Information for your Investment Account (PDF)

Tax Treatment of Municipal Obligations

Federal Tax Treatment – Federal tax law allows dividends from mutual funds investing in municipal obligations to be considered tax-exempt income.

State and Local Tax Treatment – Some of the Federal tax exempt dividends may also be exempt from state and local taxes, depending upon where you file your return. Listed below is the percentage of income by state. As state and local tax regulations vary from state to state, not all permit such exclusion. Please consult your tax advisor. 

Download the Tax Exempt Letter (PDF)

Download the Tax Exempt Guide (PDF)