nuveen closed end funds tax information

Tax information for investments in Nuveens closed-end funds exchange-traded funds mutual funds and interval funds will be available in mid-February on our site. Information Specific to Shareholders of National Funds.

In addition beginning mid-February we will send tax information directly to shareholders registered with Nuveen as well as broker-dealers who then distribute tax information to investors holding shares in street name.

. For those states with a flat tax rate the state rate is used in the combined tax rate calculation along with the federal rate 28. For states with a graduated tax rate a conservative mid-point is used. Fund shares are not guaranteed or endorsed by any bank or other insured depository institution and are not federally insured by the Federal Deposit Insurance Corporation.

The Fund seeks to provide current income exempt from regular federal income tax and the alternative minimum tax AMT applicable to individuals by investing in an actively managed portfolio of tax-exempt municipal securities. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested. 2020 TAX INFORMATION LETTER Nuveen Taxable Closed-End Funds Nuveen Core Equity Alpha Fund JCE Nuveen Corporate Income 2023 Target Term Fund JHAA Nuveen Corporate Income November 2021 Target Term Fund JHB Nuveen Credit Opportunities 2022 Target Term Fund JCO Nuveen Credit Strategies Income Fund JQC.

Up to 35 of its managed assets may be rated BBB and below at the time of purchase or if unrated. Information Specific to Minnesota Shareholders. The funds offer exposure to a broad range of asset classes and.

The state of Minnesota requires each fund to notify shareholders of the amount of federally Exempt Income Dividends that are not exempt from Minnesota income tax. Client access Tax information Fund governance Proxy information View all closed-end funds Closed-end fund fact sheets reports. The annual and semi-annual reports and other regulatory filings of Nuveen closed-end funds with the Securities and Exchange Commission SEC are accessible on the SECs web site at wwwsecgov.

Voting promptly will assure that your shares are represented and also will avoid additional expense to your fund. The following dates apply to todays monthly distribution declarations for the following tax-exempt and taxable closed-end funds. The following information applies to closed-end funds in general.

The following Table C provides the percentage of federally Exempt Interest Dividend income earned by each Nuveen national municipal closed-end fund during 2020 assuming shares of your fund were held for the entire 2020 calendar year. Nuveen has more than 30 years of experience managing CEFs. All shareholders of the funds listed below are cordially invited to attend the meeting of shareholders.

By providing the latest closed-end fund data you can screen sort and explore the latest CEF research news and videos. In addition to Nuveen funds add any MF CEF or ETF available from Morningstar. Closed-end fund historical distribution sources have included net investment income realized gains and return of capital.

Become a Member Today. Nuveen Taxable Closed-End Funds. Learn about closed-end funds how to use closed-end funds to build a portfolio and moreall for free.

Specific information regarding reportable taxable distributions of 1000 or more if any is provided on your IRS Form. Closed-end funds CEFs can invest in specialized less liquid corners of the market where open-end funds may not venture such as alternative securities real estate and private placements. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested.

Such distributions are subject to federal taxation and are generally subject to state and local taxes. The funds offer exposure to a broad range of asset classes and are designed for income-focused investors seeking regular distributions. For more detailed information on the distributions of a specific Fund please visit the Fund sponsors website.

Tax information for investments in Nuveens closed-end funds exchange-traded funds and mutual funds will be available in mid-February on our site. In addition to Nuveen funds add any MF CEF or ETF available from Morningstar. Nuveen is a leading sponsor of closed-end funds CEFs with 62 billion of assets under management across 58 CEFs as of 31 Mar 2022.

For states with a graduated tax rate a conservative mid-point is used. In addition beginning mid-February we will send tax information directly to shareholders registered with Nuveen as well as broker-dealers who then distribute tax information to investors holding shares in street name. For those states with a flat tax rate the state rate is used in the combined tax rate calculation along with the federal rate 28.

Shares of closed-end funds are subject to investment risks including the possible loss of principal invested. Send us an email. End funds tab of the Product Documents section.

2021 TAX INFORMATION LETTER. Nuveen is a leading sponsor of closed-end funds CEFs with 62 billion of assets under management across 58 CEFs as of 31 Mar 2022. Closed-end fund fact sheets and reports.

8007528700 Send us an email Individual Investors. Contact us Financial Professionals. Please vote as promptly as possible whether or not you plan to attend the meeting.

2021 Closed-End Funds Tax Characterization Summary. Closed-end fund press releases UNII and earnings distribution notices proxy voting fund updates fact sheet and commentaries. Distributions in amounts less than 1000 are not required to be.

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