Tax Information

Internal Revenue Service Form 8937

Report of Organizational Actions Affecting Basis of Securities


2013 Tax Information

Tax Form Mailing Information

  • Retirement Forms (1099-R): Were mailed on January 23, 2014.
  • Non retirement Forms (1099-DIV, 1099-B): Were mailed on February 13, 2014.
  • 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.
  • Real Estate Fund shareholders - Please note that due to the nature of the investments in this fund, your 1099 may be delayed. Mailing of Form 1099-B and 1099-DIV to direct shareholders will take place by March 15, 2014. Form 1099-R was mailed on January 23.

2013 Open-End Funds Distribution Summary

2013 Closed-End Funds Distribution Summary

 

2013 Tax Guides

The following information about Eaton Vance funds may be helpful for you and your tax advisor in preparing 2013 tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.

Eaton Vance 2013 Tax Guide
This clear and concise guide contains information that may help you and your tax advisor with the preparation of your tax returns.

Eaton Vance Open-End Funds 2013 Additional Tax Information
Get income by state, tax-exempt income and other fund-specific tax information.

Eaton Vance Closed-End Funds 2013 Tax Guide Supplement
Get income by state, tax-exempt income, and other fund-specific tax information.

 

2012 Tax Information

2012 Open-End Funds Distribution Summary

2012 Closed-End Funds Distribution Summary

 

2012 Tax Guides

The following information about Eaton Vance funds may be helpful for you and your tax advisor in preparing 2012 tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.

Eaton Vance 2012 Tax Guide
This clear and concise guide contains information that may help you and your tax advisor with the preparation of your tax returns.

Note regarding IRS Form 8949: The IRS modified Form 8949, Sales and Other Dispositions of Capital Assets, after the release of the Eaton Vance 2012 Tax Guide. As a result, the information found in the guide regarding Form 8949 may no longer be up-to-date. For further information on Form 8949, please refer to the IRS website or contact the IRS at 1-800-829-1040.

Eaton Vance Open-End Funds 2012 Additional Tax Information
Get income by state, tax-exempt income and other fund-specific tax information.

Eaton Vance Closed-End Funds 2012 Tax Guide Supplement
Get income by state, tax-exempt income, and other fund-specific tax information.



2012 Cost Basis Reporting

Shareholder Letter

Shareholder Overview

Cost Basis Election Form

 

2011 Tax Information

2011 Open-End Funds Distribution Summary

2011 Closed-End Funds Distribution Summary

 

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.

Eaton Vance 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.

Eaton Vance Open-End Funds 2011 Additional Tax Information
Get income by state, tax-exempt income and other fund-specific tax information.

Eaton Vance 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.

Eaton Vance 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.

Eaton Vance Funds: Open-End Funds 2010 Additional Tax Information
Get income by state, tax-exempt income, and other fund-specific tax information.

Eaton Vance 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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