Estimated year-end distributions

DOWNLOAD PDF

2017 Tax Information

Rates, Schedules and Contribution limits



2016 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.

Retirement Forms (1099-R)

Were mailed by January 26, 2017.

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

Were mailed by February 15, 2017.

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)

Were mailed by March 15, 2017.



2016 Tax Guides & Information

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.



2015 Tax Guides & Information

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.



2014 Tax Guides & Information

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.



2013 Tax Guides & Information

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.



Internal Revenue Service Form 8937

Report of Organizational Actions Affecting Basis of Securities