You can find 2007 short- and long-term capital gains distribution information for your Calvert Funds on our Web site. (For information on short-term capital gains, select "Historical" under "Time Period" and hit the "Go" button.)
These distribution amounts reflect gains and losses realized through October 31, 2007. Each fund's capital gain distribution is the same across all share classes.
Your Tax Rates
Legislation enacted in 2006 has extended through 2010 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 2010.
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.
Again, find capital gains distribution information by visiting the "Shareholder Services" section of our website (select "Tax Information" and then "Fund Distributions") orgo directly to our Fund Distributions page.
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.
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