Fund Tax Pro
JPMorgan SmartRetirement 2030 Fund (JSMIX, JSMQX, JSMSX): 2025 tax information
JPMorgan published the foreign-source income percentage and U.S. government obligation percentage for JPMorgan SmartRetirement 2030 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 | ••.••% | J.P. Morgan Funds 2025 Distribution Notice Page 9. Foreign Source Income |
| U.S. government obligation income | ••.••% | J.P. Morgan Funds 2025 Distribution Notice Page 4. Sources of Taxable Investment Income: Government Income |
What's on file for this fund
- The same figures apply across 3 listed tickers: JSMIX, JSMQX, JSMSX.
- Share classes on file: R4 and I.
- 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 JPMorgan reports this
JPMorgan publishes one annual Distribution Notice covering tax-exempt income by state, sources of taxable income and foreign source income.
JPMorgan separates government income from FHLMC and GNMA/FNMA income in its sources of taxable income table.
Common questions
Does JSMIX report income from U.S. government obligations?
Yes. JPMorgan 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 JSMIX report?
JPMorgan publishes a foreign-source income percentage for this fund for tax year 2025, which is used with the foreign tax credit.