Percentages of certain fund's tax-exempt income distributions derived from private activity bonds.
Preparation & Filing Information
The 2023 update of these tax documents are scheduled to be available on 1/24/24.
Information you'll need to file your taxes, including funds not issuing Form 1099-DIV, online tax forms and account access, percentage of government income, earned income by state, and alternative minimum tax percentage.
Percentages of certain fund's dividends derived from foreign income.
List of MFS funds that did not declare dividends or capital gain distributions during the tax year.
To help you calculate the amount of exempt-interest income that may be subject to state income tax, we have provided instructions and a list of MFS municipal bond fund abbreviations and fund names. Use these instructions in conjunction with Municipal Bond Funds - Earned Income by State.
To help you calculate the amount of exempt-interest income that may be subject to state income tax, we have provided a list of earned income by state. Use this in conjunction with Municipal bond funds -- computing your state tax.
Distributions paid from interest earned on U.S. government or government-guaranteed obligations may be exempt from state tax.
Information for corporate shareholders in funds that paid income distributions.
If you receive a refund from the IRS, you can have it deposited directly into your MFS mutual fund account.
Provides information about the portion of a fund’s income distributions which may qualify as Section 163(j) Interest Dividends.