Preparation & Filing Information

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.

Alternative minimum tax
Percentages of certain fund's tax-exempt income distributions derived from private activity bonds.

Foreign Source Income
Percentages of certain fund's dividends derived from foreign income.

Funds not issuing Form 1099-DIV
List of MFS funds that did not declare dividends or capital gain distributions during the tax year.

Municipal bond funds -- computing your state tax
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.

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.

Percentage of government income
Distributions paid from interest earned on U.S. government or government-guaranteed obligations may be exempt from state tax.

Dividend received deduction percentages
Information for corporate shareholders in funds that paid income distributions.

Dividend received deduction percentages - Institutional Funds

MFS Funds Allow Direct Deposit of Tax Refunds
If you receive a refund from the IRS, you can have it deposited directly into your MFS mutual fund account.

Tax Mailing Calendar
A calendar of forms and statements provided to shareholders by MFS