Estimated year-end distributions

Download

Internal Revenue Service Form 8937

Report of Organizational Actions Affecting Basis of Securities


2016 Tax Information

Rates, Schedules and Contribution limits


2015 Tax Information

Tax Form Mailing Information

If you’d like to receive your 2015 tax forms via electronic delivery instead of by mail, please log into your account and enroll in E-Delivery. You will be notified by e-mail once your tax form(s) are ready to be downloaded.


Retirement Forms (1099-R)

Mailed on February 1, 2016.

Non retirement Forms (1099-DIV, 1099-B)

Mailed on February 16, 2016.

Retirement and non-retirement
Eaton Vance mutual fund accounts

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 (1099-DIV, 1099-B)

Mailed on February 23, 2016.

 

2015 Eaton Vance Open-End Funds Distribution Summary

2015 Eaton Vance Closed-End Funds Distribution Summary

 

2015 Tax Guides

The following information about Eaton Vance funds may be helpful for you and your tax advisor in preparing 2015 tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.

Eaton Vance 2015 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 2015 Open End Tax Supplement
Get income by state, tax-exempt income and other fund-specific tax information

Eaton Vance 2015 Closed End Tax Supplement
Get income by state, tax-exempt income, and other fund-specific tax information.

 

2014 Tax Information

2014 Open-End Funds Distribution Summary

2014 Closed-End Funds Distribution Summary

 

2014 Tax Guides

The following information about Eaton Vance funds may be helpful for you and your tax advisor in preparing 2014 tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.

Eaton Vance 2014 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 2014 Tax Guide Supplement
Get income by state, tax-exempt income and other fund-specific tax information.

Eaton Vance Closed-End Funds 2014 Tax Guide Supplement
Get income by state, tax-exempt income, and other fund-specific tax information.

 

2013 Tax Information

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 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 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