2018 Tax Information
Rates, Schedules and Contribution Limits
2017 Tax Information
Estimated year-end distributions
Rates, Schedules and Contribution limits
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 |
Will receive forms in separate packages. |
Accounts with less than $10.00 |
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
- Eaton Vance 2017 Tax Guide
- 2017 Open-End Funds Tax Supplement: Get income by state, tax-exempt income and other fund-specific tax information
- 2017 Closed-End Funds Tax Supplement
- Eaton Vance 2017 Open-End Funds Distribution Summary
(Updated on 3/26/18 - Added qualified dividend percentage on the Parametric Volatility Risk Premium Defensive Fund) - Eaton Vance 2017 Closed-End Distribution Summary
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.
2016
- Eaton Vance 2016 Tax Guide
- 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
- Eaton Vance 2016 Open-End Funds Distribution Summary
- Eaton Vance 2016 Closed-End Distribution Summary
2015
- Eaton Vance 2015 Tax Guide
- 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
- 2015 Eaton Vance Open-End Funds Distribution Summary
- 2015 Eaton Vance Closed-End Funds Distribution Summary
2014
- Eaton Vance 2014 Tax Guide
- 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
- 2014 Open-End Funds Distribution Summary
- 2014 Closed-End Funds Distribution Summary
Disclosure - Restricted content
Disclosure - Restricted content

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