What are the tax implications of investing with Allmerica Financial?

Allmerica Financial is committed to providing its investors with comprehensive tax information and assistance. As an investment firm, we cannot provide personalized tax advice, as each individual's tax situation is unique. However, investing with Allmerica Financial may have tax implications such as capital gains or losses, dividends, and interest income. We highly recommend consulting with a qualified tax professional for specific guidance on how investments with Allmerica Financial may impact your taxes. We will provide you with all necessary tax documents, such as Forms 1099 and 1098, to ensure you have all the information needed to accurately report your investment income and expenses to the IRS. Our customer service team is always available to address any general questions you may have regarding taxes and investments.