Review distributions for each of our funds
1099s are typically mailed in late January for the previous tax year.
You no longer receive Form 1099-INT. Interest dividends (including specified private-activity bond interest) from tax-exempt bond funds are now reported on Form 1099-DIV.
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.
For help regarding your personal federal tax filings, consult a tax advisor or contact the Internal Revenue Service at 800-829-1040 or www.irs.gov.
Select a mutual fund name below to access information on long-term and short-term capital gains distributions (where they exist) and dividend distributions (where they exist). Not all funds provide distributions.
Select a fund name below to access capital gain and dividend distribution information
Not all funds provide distribution
Estimated year-end distributions – Capital gains estimates expected to be distributed by certain Calvert mutual funds.
2021 Calvert Tax Guide – Provides information such as foreign tax credits and Federal and state sources of income for 2021 distributions
In late January, Calvert sends shareholders Form 1099-DIV, which reports the exact amount of taxable dividends and/or capital gains (over $10.00) paid on Calvert mutual funds.
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.
We apologize for the inconvenience but we are experiencing a technical issue.
We are working on a solution. Please try again later.
If you require further assistance, please call:800-368-2745.
You have already upgraded your account.
Please login using the link at the top of the page.
You have successfully un-subscribed from .
Thank you. All available selections have already been completed.
Manage your subscriptions
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.
Trouble receiving the verification email? Call 800-368-2745.
We are pleased to grant you access to this Calvert website.
Please click here to be logged in with your username .
You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.
Trouble signing in? Call 800-368-2745.
Your account has limited access.
If you need further assistance, please call 800-368-2745.
Your account has been updated to use your new email address .
We have sent a verification email to with a verification link to confirm the change.
Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.
An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.
An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.
For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.
A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.
You have been granted access to the requested content.
Click here to remain recognized on this device for future visits to calvert.com
Click here if you are using a Public Computer or Shared Device.
Forgot your password?
If you need further assistance, please contact a representative of Calvert at 800-368-2745.
If you are an individual investor and have an account with Calvert, sign into your account here.
Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.
If your download did not start automatically, please click here.
Sign up now for EV alerts for
Subscribe to new content: Register Already have an account? Sign In.
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.
Subscribe to new content: Register
Want to manage your subscriptions? Sign In.
You have successfully subscribed to .
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.
You have selected to receive email notifications for:
You are currently "Opted Out" of all Calvert email communications. If you would like to be alerted of updates to your new subscription, please Opt In:
Already have an account? Sign In.
Trouble registering? Call 800-368-2745.
Already have an account? Access.
You are already subscribed to
Manage your subscriptions
NAV as of