2012 Cost Basis Reporting
Shareholder Letter
Shareholder Overview
Cost Basis Election Form
2012 Tax Information
Internal Revenue Service Form 8937
Report of Organizational Actions Affecting Basis of Securities
Limited Duration Income Fund
Pennsylvania Limited Maturity Municipal Income Fund
2011 Tax Information
• 2011 Capital Gains
• 2011 Fund Income Distributions
• 2011 Open-End Funds Distribution Summary
• 2011 Closed-End Funds Distribution Summary
Tax Form Mailing Information
• Retirement Forms (1099-R): Will be mailed by January 31, 2012.
• Non retirement Forms (1099-DIV, 1099-B, 1099-INT): Will be mailed by February 15, 2012.
• If you have both retirement and non-retirement Eaton Vance mutual fund accounts, your forms will be mailed in separate packages.
• Accounts with less than $10.00 of reportable income may not receive a tax form.
• Tax forms for closed-end funds are issued by your brokerage firm. If you have any questions with regard to your closed-end fund tax form, please contact your financial advisor.
2011 Tax Guides
The following information about Eaton Vance funds may be helpful for you and your tax advisor in preparing 2011 tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.
Open-End Funds
Open-End Funds 2011 Tax Guide
This clear and concise guide contains information that may help you and your tax advisor with the preparation of your tax returns.
Open-End Funds 2011 Tax Guide Supplement
Get income by state, tax-exempt income and other fund-specific tax information.
Closed-End Funds
Closed-End Funds 2011 Tax Guide Supplement
Get income by state, tax-exempt income, and other fund-specific tax information.
2010 Tax Information
• 2010 Open-End Funds Distribution Summary
• 2010 Closed-End Funds Distribution Summary
2010 Tax Guides
The following information about Eaton Vance funds may be helpful for you and your tax advisor in preparing 2010 tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.
Open-End Funds
Open-End Funds 2010 Tax Guide
This clear and concise guide contains information that may help you and your tax advisor with the preparation of your tax returns.
Open-End Funds 2010 Tax Guide Supplement
Get income by state, tax-exempt income, and other fund-specific tax information.
Closed-End Funds
Closed-End Funds 2010 Tax Guide Supplement
Get income by state, tax-exempt income, and other fund-specific tax information.
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