Fund-specific tax information
2018 mutual fund tax information will be available late January 2019.
Tax information primary report
Tax information secondary report
John Hancock Investments 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.