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인쇄 아이콘
인쇄
일반 양식

전자 배달

주주 문서, 계좌 명세서 또는 거래 세부 정보가 온라인에서 제공되는 경우 우편으로 종이 사본을 받는 대신 이메일로 알림을 받도록 선택할 수 있습니다.

 

이 링크를 클릭하시면 Eaton Vance 웹사이트가 아닌 다른 웹사이트로 이동하여 전자적으로 전달됩니다. Eaton Vance는 이러한 웹사이트의 정보에 대해 책임을 지지 않으며, 해당 웹사이트의 운영에 대해서도 책임을 지지 않습니다.

양식

아래 양식을 작성하기 전에 재무 고문과 상담하십시오. 아래 양식은 기존 Eaton Vance 뮤추얼 펀드 계좌를 변경하는 데 사용해야 합니다. 새로운 Eaton Vance 뮤추얼 펀드 계좌를 개설하려면 재무 고문에게 문의하십시오. Eaton Vance 뮤추얼 펀드의 주요 인수자인 Eaton Vance Distributors, Inc.(EVD)는 Eaton Vance Funds 주식을 구매할 때 재무 고문을 이용할 것을 강력히 권장합니다. EVD는 세무, 법률, 보험 또는 투자 조언을 제공하지 않으며 EVD가 제공하는 투자가 투자 목표와 개인 및 재정 상황에 따라 적합하거나 적합한지 여부를 판단할 수 없습니다. 투자 목표, 위험, 수수료 및 비용을 포함한 더 자세한 정보는 재무 고문에게 문의하여 안내 책자를 받으십시오. 투자하거나 돈을 보내기 전에 안내 책자를 주의 깊게 읽으십시오.

아래 양식에 대한 질문이 있는 경우 월요일부터 금요일까지 동부 표준시 오전 8시 30분부터 오후 5시 30분까지 1-800-262-1122로 전화하십시오.

 

모든 양식은 다음 주소로 우편으로 보내실 수 있습니다.

일반 우편

Eaton Vance Funds
PO Box 534439
Pittsburgh, PA 15253-4439 USA

익일 우편

Eaton Vance Funds
담당자: 534439
500 Ross Street, 154-0520
Pittsburgh, PA 15262

 

아래 양식은 Eaton Vance 펀드에만 적용됩니다. Morgan Stanley Investment Management 양식은 morganstanley.com/im 에서 , Calvert 양식은  Calvert.com 에서 확인하세요 .

 

아래 양식을 요청하려면  contact@eatonvance.com 으로 이메일을 보내주세요 .

  • 비퇴직 신청서 - 신규 계좌 신청서
  • 퇴직 신청서 - 전통 및 로스 개인 퇴직 계좌 신청서

세금 가이드 및 정보

다음 정보는 귀하와 세무 전문가가 전년도 세금 보고서를 작성하거나 수정하는 데 도움이 될 수 있습니다. 이 정보는 세무 자문을 위한 것이 아닙니다. 궁금한 사항이 있으시면 세무 전문가에게 문의하십시오. Morgan Stanley Investment Management의 세무 가이드 및 정보는 morganstanley/im 을 참조하십시오 .

지난 몇 년

2024년 세금 양식 우편 정보

If you’d like to receive your tax forms via electronic delivery instead of by mail, please log into your account and enroll in E-Delivery. You will be notified by e-mail once your tax form(s) are ready to be downloaded.
 

Retirement Forms (1099-R)

Mail by January 31.

Non-Retirement Forms (1099-DIV, 1099-B)

Mail by February 18.

Holders of both retirement
and non-retirement accounts

Will receive forms in separate packages.

Accounts with less than $10.00
of reportable income

May not receive a tax form.

Tax forms for closed-end funds

Are issued by your brokerage firm. If you have any questions with regard to your closed-end fund tax form, please contact your financial advisor.

Capital Gains Distributions

Information on capital gains and how they are distributed.

At the end of each year, mutual funds distribute capital gains to their shareholders. These distributions are the difference between gains that arise when securities that have appreciated in value are sold and the losses from sales of securities that have depreciated in value. This Q&A seeks to answer important questions shareholders may have about capital gains distributions.

Eaton Vance does not provide legal or tax advice. This Q&A is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Individuals should consult their own legal and tax counsel as to matters discussed.

Mutual funds are not subject to federal income tax on the portion of capital gains distributed to shareholders. A mutual fund is required annually to distribute substantially all of its net investment income in the form of dividends and net realized capital gains, per IRS rules. Distributions are then subject to tax when paid to shareholders and are included in a shareholder’s income tax return. Capital gain distributions received in a tax-deferred account are not taxable in the current year.

Distributions are generally based on the capital gains the fund realizes from November 1 of the previous year to October 31 of the current year. If this annual period does not correspond with the fund’s fiscal year, distributions will be either gains realized during the fiscal year or those realized during the excise tax measurement period, whichever is greater.

Regardless of whether a mutual fund posted a positive or negative return for the year, the fund will distribute any net realized capital gains in order to qualify for special tax treatment by the IRS. While losses from the sales of securities may be used to offset realized gains from sales of other securities, any net capital gain will be distributed to shareholders.

No. On the date of the distribution, the net asset value of the fund will drop by the amount paid to shareholders. This is why a fund’s price per share generally falls when distributions are made. Unless a shareholder receives a distribution in cash, the value of a shareholder’s account is not affected by a capital gain distribution.

Our focus is on the long-term performance of the fund for our shareholders. Portfolio management decisions are based on investment merits. Portfolio managers will not sell a security with sole purpose of realizing a loss. Instead, decisions to sell securities are based on the analysis of investment prospects. However, when we do decide to sell a security, we attempt to do so in a tax-advantageous manner.

For our tax-managed funds, buy and sell decisions are made by balancing investment considerations and tax considerations, and taking into account the taxes payable by shareholders in connection with distributions of investment income and net realized gains. These funds seek to minimize income distributions and distributions of realized short-term gains that are taxed as ordinary income, as well as distributions of realized long-term gains (taxed as long-term capital gains).

Internal Revenue Service Form 8937

Report of Organizational Actions Affecting Basis of Securities.