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.
Order Duplicate Tax Forms and Review Account Information
Link to MFS Access.
Tax Mailing Calendar
A calendar of forms and statements provided to shareholders by MFS