Internal Revenue Service Form 8937
Report of Organizational Actions Affecting Basis of Securities
2017 Tax Information
Rates, Schedules and Contribution limits
2016 Tax Information
Tax Form Mailing Information
If you’d like to receive your 2016 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.
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Retirement Forms (1099-R) |
Were mailed by January 26, 2017. |
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Non retirement Forms (1099-DIV, 1099-B) |
Mailing on February 15, 2017. |
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Retirement and non-retirement |
Forms will be mailed in separate packages. |
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Accounts with less than $10.00 |
May not receive a tax form. |
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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. |
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Real Estate Fund shareholders (1099-DIV, 1099-B) |
Mailing on March 15, 2017. |
Eaton Vance 2016 Open-End Funds Distribution Summary
Eaton Vance 2016 Closed-End Distribution Summary
2016 Tax Guides
The following information about Eaton Vance funds may be helpful for you and your tax advisor in preparing 2016 tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.
Eaton Vance 2016 Tax Guide
This clear and concise guide contains information that may help you and your tax advisor with the preparation of your tax returns.
2016 Open-End Funds Tax Supplement
Get income by state, tax-exempt income and other fund-specific tax information
2016 Closed-End Funds Tax Supplement
Get income by state, tax-exempt income, and other fund-specific tax information.
2015 Tax Information
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.
