Tax Center

Calvert offers convenient Tools and Guidance to help you prepare your Federal and State Income Tax Returns

Capital Gains and Dividend Distributions

Look up current- and previous-year distribution information for your Calvert mutual fund holdings.

Foreign Tax Credits 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.

Organizational Actions

View copies of IRS Form 8937 for affected funds

Tax Form FAQs

Find more information on tax forms 1099DIV, 1099INT, and 1099B

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.