Required Tax Form Mail Dates

Required tax forms are mailed according to IRS requirements.

Required Tax Form Mail Dates
Form Date
1099-Q, 1099-R, 592-B January 31, 2024
1099-B, 1099-DIV, 1099-INT February 15, 2024
1042-S March 15, 2024
5498-ESA April 30, 2024
5498 May 31, 2024

Note: January 31, 2024 date applies if the tax form is NOT furnished as part of a consolidated reporting statement as listed under T.D. 9504,2010-47 I.R.B. 670.

The Nicholas Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Nicholas Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. 

Please refer to each prospectus for important information about each investment company, including investment objectives, risks, charges and expenses. 

Mutual fund investing involves risk; principal loss is possible. Small- and medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Funds in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. 

Past performance does not guarantee future results.

Diversification does not assure a profit nor protect against loss in a declining market.

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Nicholas Funds are distributed by Quasar Distributors, LLC

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