2018 Tax Information

Rates, Schedules and Contribution Limits

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Estimated year-end distributions

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2017 Tax Information

Rates, Schedules and Contribution limits

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2017 Tax Form Mailing Information

If you’d like to receive your 2017 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)

Were mailed by January 31, 2018.

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

Were mailed by February 15, 2018.

Real Estate Fund shareholders (1099-DIV, 1099-B)

Were mailed by March 15, 2018.

Holders of both retirement
and non-retirement accounts

Will receive forms 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.


2017 Tax Guide & Information



Internal Revenue Service Form 8937

Report of Organizational Actions Affecting Basis of Securities



Prior Year Tax Guides & Information

The following information may be helpful for you and your tax advisor in preparing or revising prior year tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions.

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The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.

All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

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