Find an overview of how mutual funds are taxed, details about the tax forms you receive from MFS, and instructions for using this information to complete your tax return.
Information on the mandatory cost-basis requirements that are effective for mutual fund shares purchased after January 1, 2012.
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.
Tax Form Guides
Specific tax form information and instructions for Form 1099-DIV, Form 1099-B, Form 1099-R, and Form 5498
Education & Support Resources
A variety of materials to help you prepare and file your taxes, including frequently asked questions, glossary of tax terms, tax preparation check list, phone numbers and contact information, instructions for ordering duplicate tax forms, and links to helpful Web sites.
2017 Capital Gains Estimates
October 6, 2017
2016 Closed-End Tax Information
Retirement Plans Contribution Limits
Information on retirement plans contribution limits for current year and prior two years.
IRA Accumulation - Forward focus
Accumulating wealth for retirement, including annual IRA contribution limits.
IRS Form 8937
Report of Organizational Actions Affecting Basis of Securities.