The below forms are for Calvert funds only. For Eaton Vance forms, please go to Eatonvance.com. For Morgan Stanley Investment Management forms, please go to morganstanley.com/im.
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General Forms
Tax Forms and Guides
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General Forms
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Tax Forms and Guides
Tax Form FAQs
1099s are typically mailed in late January for the previous tax year.
You no longer receive Form 1099-INT. Interest dividends (including specified private-activity bond interest) from tax-exempt bond funds are now reported on Form 1099-DIV.
Foreign Tax Credit and Tax-Exempt Income
Use our guidance on foreign tax credits and tax-exempt income associated with foreign, tax-free, municipal, and U.S. government securities held in select Calvert mutual funds.
For help regarding your personal federal tax filings, consult a tax advisor or contact the Internal Revenue Service at 800-829-1040 or www.irs.gov.
Capital Gains and Dividends Distributions
Select a mutual fund name below to access information on long-term and short-term capital gains distributions (where they exist) and dividend distributions (where they exist).
Select a fund via the Calvert Mutual Funds page to access capital gain and dividend distribution information.
Not all funds provide distribution
2024 Year-end distributions – Ordinary income and capital gains distributed by certain Eaton Vance and Calvert mutual funds.
Calvert Funds 2024 Tax Guide – Provides information such as foreign tax credits and Federal and state sources of income for 2023 distributions
Calvert Funds 2024 Exempt Interest Earned by State
Calvert 2024 DRD for Corporate Shareholders
In late January, Calvert sends shareholders Form 1099-DIV, which reports the exact amount of taxable dividends and/or capital gains (over $10.00) paid on Calvert mutual funds.
Calvert does not provide tax advice, and nothing on this site should be construed as tax advice. Before acting on any such information, consult your own accountant or tax advisor.
