You can find 2011 short- and long-term capital gains distribution information for your Calvert Funds here. (You can also find this information for any other date range. Select your date range and click "Get Distributions.")
Your Tax Rates
Favorable tax rates on long-term capital gains continue to apply in 2011.
- For individuals in tax brackets higher than 15%, the tax rate on long-term capital gains remains at 15%.
- For those whose tax brackets are below 15%, the tax rate on long-term capital gains remains at 0%.
Note that, as always, short-term capital gains will be treated as ordinary income on your tax return and are subject to ordinary income tax rates.
In late January, 2012, Calvert will send shareholders Form 1099-DIV, which reports the exact amount of taxable dividends and/or capital gains (over $10.00) paid on Calvert funds.
Information provided is general and educational in nature. It is not intended to be, and should not be construed as, legal or tax advice. Calvert does not provide legal or tax advice. Consult an attorney or tax advisor regarding specific legal or tax situations.
F 301 11/11