You can find short- and long-term capital gain distribution information for your Calvert Funds here.
Download specific information
This information is provided to aid in preparing your income tax returns. It should be used with your year-end account statements and 1099 forms.
Capital Gain Distributions
These distribution amounts reflect gains and losses realized through December 31, 2012. Each fund's capital gain distribution is the same across all share classes.
Where is my 1099-DIV?
If your dividend or capital gains distributions amounted to less than $10 for the year, you won't receive Form 1099-DIV for that investment.
Where is my 1099-INT?
Beginning with the 2012 tax year, you'll no longer receive Form 1099-INT. Interest dividends (including specified private-activity bond interest) from tax-exempt bond funds will be are now reported on Form 1099-DIV.
Why does my Form 1099-B look different for 2012?
Changes to federal cost basis regulations effective January 2012 for mutual funds, have required some additional information on your Form 1099-B if you sold Calvert mutual fund shares (other than those from a money market). This form helps you report investment capital gains or losses on your tax return. This year, your Form 1099-B may includes cost basis information for covered shares (shares you acquired on or after January 1, 2012) as well as noncovered shares (shares you acquired before January 1, 2012), and subsequently sold. However, only the cost basis for the sales of covered shares will be reported to the IRS.
Your Tax Rates
Legislation enacted in 2006 has extended through 2012 the favorable tax rates that apply to long-term capital gains. These rates had been set to expire at the end of 2008.
- For individuals in tax brackets higher than 15%, the tax rate on long-term capital gains is 15%.
- For those whose tax brackets are 10% or 15%, the tax rate on long-term capital gains is 5% through 2007 and 0% from 2008 through 2012.
You will be notified on Form 1099-DIV (mailed in late January) of the actual amount of any long-term capital gain distributions for your account. Short-term capital gains are subject to ordinary income tax rates and will be treated as ordinary dividends on your tax return.
Calvert and its affiliates do not provide tax advice, and nothing on this page should be construed as tax advice. Before acting on any such information, consult your own accountant or tax advisor.