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.
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
Use the links below to learn more about income-tax brackets, contribution limits, tax form mailing dates, and more.
Tax planning guides Sample tax forms and calendar Frequently asked questions More information on primary and secondary reports
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
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 2019 open-end fund primary report Download the 2019 closed-end fund primary report Download the 2019 ETF primary report Download the 2018 mutual fund primary report Download the 2018 closed-end fund primary report Download the 2018 ETF primary reportTax 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 2019 open-end fund secondary report Download the 2019 closed-end fund secondary report Download the 2019 ETF secondary report Download the 2018 mutual fund secondary report Download the 2018 closed-end fund secondary report Download the 2018 ETF secondary reportJohn Hancock Investment Management tax identification numbers
This report lists the tax identification numbers for John Hancock Investment Management’ mutual funds, closed-end funds, and ETFs.
Download the tax identification numbersCorporate DRD report
This report contains the percentage of ordinary dividends qualifying for the corporate dividends received deduction (DRD).
Download the 2019 corporate DRD report Download the 2018 corporate DRD reportU.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 2019 U.S. government income report Download the 2018 U.S. government income reportQualified dividend income report
This report details the percentage of income distributed by each fund that is considered qualified dividend income.
Download the 2019 qualified dividend income percentage report Download the 2018 qualified dividend income percentage reportForeign source income report
This report details the percentage of certain funds’ dividends derived from foreign income.
Download the 2019 foreign source income report Download the 2018 foreign source income reportMunicipal 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 2019 tax-exempt income by state report Download the 2018 tax-exempt income by state reportIRS 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.