Advisory Blog
Infographic: Why is my tax refund smaller this year?

Timely insights on the issues that matter most to investors.

The views expressed in these posts are those of the authors and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions for Eaton Vance are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.

  • All Posts
  • More
      The article below is presented as a single post. Click here to view all posts.


      Boston - Early this tax season, millions of Americans were surprised by smaller tax refunds than they had expected. Given that 2018 was the first year under the new tax bill, many taxpayers were left searching for answers.

      The infographic below explains how withholding issues and new caps on deductions may result in smaller tax refunds for some Americans.


      Blog Image Tax Infographic March 12