Whether you seek fund-specific tax information or a helpful explanation of tax forms, this section makes it easy. As always, for specific tax advice, consult a tax professional.
JH Investments Tax Info
Tax Form Calendar
Download your tax forms and obtain information specific to your mutual fund accounts.
Download tax reports related to your John Hancock mutual funds.
Import your John Hancock mutual fund tax information directly into H&R Block Tax Software® and TurboTax electronic tax forms.
Tax-Related Tools and Calculators
The yield of a tax-free municipal bond fund is typically exempt from state and federal taxes. Use this calculator to estimate your taxable equivalent yield.
How might these economic facts-of-life affect the future value of your money? Run different scenarios and get answers with this tool.
This tool calculates your maximum tax-deductible contributions to a traditional or Roth IRA. It also considers your contribution limits to employer-sponsored retirement plans (401(k), SEP IRA, SIMPLE IRA, and Keogh plans), your tax filing status, and your modified adjusted gross income, among other factors.
This material does not constitute tax, legal, or accounting advice, and neither John Hancock nor any of its agents, employees, or registered representatives are in the business of offering such advice. It was not intended or written for use, and cannot be used, by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.