Fund Tax Pro
BlackRock LifePath ESG Index 2040 Fund: 2025 tax information
BlackRock published the foreign-source income percentage and U.S. government obligation percentage for BlackRock LifePath ESG Index 2040 Fund for tax year 2025. This page shows what is on file for this mutual fund and where it was published.
| Item | Published figure | Fund company source |
|---|---|---|
| Foreign-source income | ••.••% | 2025 Important Tax Information for Open-End Funds Page 8. Percentage of Income from Foreign Source |
| U.S. government obligation income | ••.••% | 2025 Important Tax Information for Open-End Funds Page 6. Percentage of ordinary income derived from Federal Obligations |
What's on file for this fund
- BlackRock lists this fund by name without a single public ticker, so search for it by name.
- Foreign-source income. The share of the fund's income from foreign sources, used with the foreign tax credit. It is applied to Form 1099-DIV, Box 1a.
- U.S. government obligation income. The share of the fund's ordinary dividends that came from U.S. government obligations. It is applied to Form 1099-DIV, Box 1a.
How BlackRock reports this
BlackRock combines its open-end mutual fund information into a single annual booklet, separate from the iShares ETF documents.
BlackRock's booklet reports federal obligations as a percentage of ordinary income for each fund, with a footnote identifying funds above a stated asset level.
Common questions
Does BlackRock LifePath ESG Index 2040 report income from U.S. government obligations?
Yes. BlackRock reports one percentage for this fund for tax year 2025, and it is the same whichever state the return is for. It applies to ordinary dividends in Box 1a of Form 1099-DIV.
What foreign-source income did BlackRock LifePath ESG Index 2040 report?
BlackRock publishes a foreign-source income percentage for this fund for tax year 2025, which is used with the foreign tax credit.