Tax Information

Your clients probably have a lot of questions when they receive their year-end statements and tax documents. Our Tax Center can help you provide the answers they need.

Capital Gains

Favorable tax rates for long-term capital gains have been extended through 2010. For individuals in tax brackets higher than 15%, long-term capital gains are taxed at 15%. For those in the 10% or 15% tax brackets, the long-term capital gains tax rate is 0%.

You may want to remind clients that funds with a long-term investment strategy accumulate gains over time. That’s why capital gains distributions can be high in a year with negative returns and low or nonexistent in a year with positive returns.  

Other Tax Matters

Is your client getting a tax refund? If so, remind them that they can have their refund deposited directly into their Calvert funds account by completing and submitting IRS Form 8888 with their tax return.

G500 (1/11)

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

This site intended for citizens and permanent residents of the United States of America.