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.


Taxpayer resources


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.


Tax year 2018



Tax year 2017



Tax year 2016












Tax year 2015









Tax year 2014



Tax year 2013



Tax year 2012