Tax center

Whether you're looking for fund-specific tax information or a helpful explanation of tax forms, this section makes it easy. As always, for specific tax advice, please consult a tax professional.

Important update to IRS Form 5498 mailing schedule. If you are expecting to receive IRS Form 5498 for the 2019 tax year, please note that you will receive your form at the end of July 2020. This change coincides with the IRS extension for making 2019 IRA contributions and tax filings from April 15 to July 15, 2020.

Taxpayer resources


Long-Term Designations

For the John Hancock Funds III – International Value Equity Fund, the liquidation date will be October 19, 2018. We are electing to distribute any long-term capital gains with the proceeds of this liquidation. 

Fund-specific tax information

Tax information primary report

Tax information secondary report

John Hancock Investment Management tax identification numbers

Corporate DRD report

U.S. government income report

Qualified dividend income report

Foreign source income report

Municipal bond funds’ tax-exempt income by state report

IRS Form 8937 -  Report of organizational actions affecting basis of securities

IRS Form 8937 is used to report organizational actions that affect basis of securities, such as tax-free reorganizations and nontaxable distributions.  These forms will be available for 10 years and are not mailed to shareholders. Click on the links below for more information about affected funds and to view the related tax form.

Tax year 2019

Tax year 2018

Tax year 2017

Tax year 2016

Tax year 2015

Tax year 2014

Tax year 2013

Tax year 2012