Calvert offers convenient Tools and Guidance to help you prepare your Federal and State Income Tax Returns
Review the 2016 distributions for our funds.
Look up current- and previous-year distribution information for your Calvert mutual fund holdings.
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.
View copies of IRS Form 8937 for affected funds
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.