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Two-step verification

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Must be at least 9 characters long
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Cannot contain any characters that repeat more than twice
New passwords fields must match

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Password successfully reset.

Two-step verification

In order to change your phone number, we need to verify your identity. We’ll send an authorization code to your email on file

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Email sent

Please check your email for password reset instructions.

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Two-step verification

In order to change your password, we need to verify your identity. We have sent an authorization code to the email address on file.

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Two-step verification

Enter the 6-digit code sent to your email

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Resend the email

Please create a new password

New password

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Must be at least 9 characters long
Must have at least one capital letter
Must have a number
Must have a special character
Cannot contain any characters that repeat more than twice
New passwords fields must match

An error occurred while processing your request. Please try again later.

An error occurred while processing your request. Please try again later.

Password successfully reset.

Two-step verification

In order to change your phone number, we need to verify your identity. We’ll send an authorization code to your email on file

An error occurred while processing your request. Please try again later. An error occurred while processing your request. Please try again later. An error occurred while processing your request. Please try again later. Your account has been temporarily locked because of too many failed login attempts. Please try again later. The code entered has expired. Please request a new code to continue. The code entered is not valid. Please request a new code to continue. Email address format is not valid. Your account has not been verified. Please check your email for instructions on how to verify your credentials. Your account has been disabled. An error occurred while processing your request. Please try again later. That user does not exist. This account has reached its limit for daily password resets. Please try again in 24 hours. Password does not meet password strength requirements. Please try again. That password was recently used. Please enter a new one. An error occurred while processing your request. Please try again later. An error occurred while processing your request. Please try again later. The account information you provided does not match our records. This account is not authorized to perform the request you've initiated. An error occurred while processing your request. Please try again later. An error occurred while processing your request. Please try again later. An error occurred while processing your request. Please try again later. An error occurred while processing your request. Please try again later. An error occurred while processing your request. Please try again later. An error occurred while processing your request. Please try again later. Password does not meet password strength requirements. Please try again. An error occurred while processing your request. Please try again later.

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Your account phone number has been changed successfully

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Taxpayer resources
Fund-specific tax information
Cost basis information

Taxpayer resources

Use the links below to learn more about income-tax brackets, contribution limits, tax form mailing dates, and more.

Fund-specific tax information

Tax information primary report

This comprehensive report details all fund distributions, including ordinary income and capital gain distributions, and all nondividend (return of capital) and exempt-interest distributions.

Download the 2021 open-end fund primary report Download the 2021 closed-end fund primary report Download the 2021 ETF primary report Download the 2020 open-end fund primary report Download the 2020 closed-end fund primary report Download the 2020 ETF primary report
Tax information secondary report

This report contains information about the U.S. government income percentages for our funds, foreign source income percentages (if any), threshold requirements for exempt-interest dividends, and the percentage of exempt-interest dividends from each state and territory.

Download the 2021 open-end fund secondary report Download the 2021 closed-end fund secondary report Download the 2021 ETF secondary report Download the 2020 open-end fund secondary report Download the 2020 closed-end fund secondary report Download the 2020 ETF secondary report
John Hancock Investment Management tax identification numbers

This report lists the tax identification numbers for John Hancock Investment Management’s mutual funds, closed-end funds, and ETFs.

Download the tax identification numbers
Corporate DRD report

This report contains the percentage of ordinary dividends qualifying for the corporate dividends received deduction (DRD).

Download the 2021 corporate DRD report Download the 2020 corporate DRD report
U.S. government income report

This report details the percentage of income distributed by each fund as a result of direct and indirect U.S. government obligations.

Download the 2021 U.S government income report Download the 2020 U.S government income report
Qualified dividend income report

This report details the percentage of income distributed by each fund that is considered qualified dividend income.

Download the 2021 qualified dividend income percentage report Download the 2020 qualified dividend income percentage report
Foreign source income report

This report details the percentage of certain funds’ dividends derived from foreign income.

Download the 2021 foreign source income report Download the 2020 foreign source income report
Municipal bond funds’ tax-exempt income by state report

This report details the percentage of tax-exempt income issued by state for each of our municipal bond funds.

Download the 2021 tax-exempt income by state report Download the 2020 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 2021

Retirement Income 2040 Fund
12/31/2021
Hedged Equity & Income Fund
12/31/2021
Short Duration Credit Opportunities Fund
12/10/2021
Tax-Advantaged Global Shareholder Yield Fund
12/7/2021
Preferred Income Fund III
9/8/2021
Preferred Income Fund II
9/8/2021
Preferred Income Fund
9/8/2021
ESG All Cap Core Fund
5/21/2021

Tax year 2020

Retirement Income 2040 Fund
12/31/2020
Hedged Equity & Income Fund
12/31/2020
Tax Advanatged Global Shareholder Yield Fund
12/7/2020
Multi-Index 2020 Preservation Portfolio (merged into Multi-Index Income Preservation Portfolio)
11/30/2020
Emerging Markets Debt Fund
1/6/2021
Short Duration Credit Opportunities Fund
9/14/2020
Preferred Income Fund
1/6/2021
Preferred Income Fund II
1/6/2021
Preferred Income Fund III
1/6/2021

Tax year 2019

Hedged Equity & Income Fund
1/13/2020
Tax-Advantaged Global Shareholder Yield Fund
12/15/2019
Preferred Income Fund
9/9/2019
Preferred Income Fund II
9/9/2019
Preferred Income Fund III
9/9/2019
US Growth Fund (merged into U.S. Quality Growth Fund)
4/26/2019

Tax year 2018

Hedged Equity & Income Fund
1/15/2019
Tax-Advantaged Global Shareholder Yield Fund
12/12/2018
Small Company Fund (merged into Small Cap Core Fund)
4/16/2018

Tax year 2017

Tax-Advantaged Global Shareholder Yield Fund
12/11/2017
Preferred Income Fund III
9/14/2017

Tax year 2016

Hedged Equity & Income Fund
1/17/2017
International Core Fund (merged into Discipline Value International Fund)
12/14/2016
Core High Yield Fund (merged into High Yield Fund)
12/9/2016
Tax Advantaged Global Shareholder Yield Fund
12/7/2016
Preferred Income Fund
9/10/2016
Preferred Income Fund II
9/10/2016
Preferred Income Fund III
9/10/2016
Small Cap Equity Fund (merged into New Opportunities Fund)
5/18/2016
Multi-Index Income Preservation Portfolio (formerly Retirement Choices at 2010 Portfolio) (merged into Retirement Choices Income Portfolio)
5/16/2016
Select Growth Fund (merged into Strategic Growth Fund)
5/16/2016
Fundamental Large Cap Core Fund (merged into Large Cap Equity Fund)
2/16/2016

Tax year 2015

Hedged Equity & Income Fund
1/15/2016
Tax Advantaged Global Shareholder Yield Fund
12/11-2015
Emerging Markets Debt Fund
10/13/2015
Preferred Income Fund II
9/13/2015
Global Opportunities Fund (merged into Global Equity Fund)
8/13/2015
MA Tax-Free Income Fund (merged into Tax-Free Bond Fund)
3/16/2015
NY Tax-Free Income Fund (merged into Tax-Free Bond Fund)
3/16/2015

Tax year 2014

Global Income Fund
9/9/2014
Sovereign Investors Fund (merged into Large Cap Equity Fund)
6/2/2014

Tax year 2013

Tax-Advantaged Global Shareholder Yield Fund
12/10/2013
Internation Growth Equity Fund (formerly Turner International Growth Fund)
8/25/2013

Tax year 2012

Hedged Equity & Income Fund
1/15/2013 (Note: The fund's fiscal year end changed from October 31 to December 31.)
Financial Opportunities Fund (formerly Bank and Thrift Opportunity Fund)
12/15/2012
Hedged Equity & Income Fund
12/15/2012
Tax-Advantaged Global Shareholder Yield Fund
12/15/2012