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Shareholder Tax Information

Cost basis

At tax time, you will need to determine your cost basis to report capital gains taxes to the IRS. To help you calculate this information, we have partnered with NetWorth Services, Inc., to provide a web-based, cost-basis calculation service called NetBasis. There is a charge for this service. Fee information can be found on the NetBasis website.

Hand using calculator

To use NetBasis, you will need to supply the following information:

NetBasis will then be able to supply you with your cost basis, gain/loss and sale proceeds, and current status of your investment.

Tax forms

Investors directly registered with MGE Energy: If you received MGE Energy dividends during 2016, our IRS Form 1099-Div can be found at the bottom of the Yearend Activity Statement. This statement will be available in mid-January. If you sold MGE Energy shares in 2016, you will receive required tax information by February 15, 2017.

Investors owning shares through a brokerage firm: Your broker will provide necessary tax forms. Please contact your broker if you have any questions.

Go paperless

As a shareholder, you can connect online and receive your investor documents directly to your email account privately and securely.

When you sign up for electronic notifications, you will receive an email alerting you that documents, such as account activity and proxy statements, are available online. In addition, consider the convenience of immediate access to up-to-date information and making changes online.

Visit mgeenergy.com/paperless to learn more.