nuveen closed end funds tax information

For states with a graduated tax rate a conservative mid-point is used. Although the name Nuveen Leveraged Finance may be relatively new to CLOs it has a long and distinctive tradition.

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Distributions in amounts less than 1000 are not required to be.

. ZObsolete NXR - Nuveen Select Tax-Free Income Portfolio 3 Notice of Special Meeting of Shareholders JDD JTA JTD - August 19 2021 zObsolete JDD -. 2021 TAX INFORMATION LETTER. 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.

2021 TAX INFORMATION LETTER Nuveen Municipal Mutual Funds National Funds. Tax information for investments in Nuveens closed-end funds exchange-traded funds and mutual funds will be available in mid-February on our site. 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.

Receive the latest closed-end fund updates by subscribing to CEF press releases. 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. 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.

Such distributions are subject to federal taxation and are generally subject to state and local taxes. Capital gains if any are subject to capital gains tax. End funds tab of the Product Documents section.

Information Specific to Minnesota Shareholders. For states with a graduated tax rate a conservative mid-point is used. Nuveen Tax-Advantaged Dividend Growth Fund 091062500 Nuveen is a leading sponsor of closed-end funds CEFs with 65 billion of assets under management across 62 CEFs as of September 30 2021.

Closed-end fund historical distribution sources include net investment income realized gains and return of capital. For more detailed information on the distributions of a specific Fund please visit the Fund sponsors website. 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.

Get a competitive edgewith market insights. Information Regarding Alternative Minimum Tax. 1099-DIV and 2021 year-end mutual fund account statement.

2021 Closed-End Funds Tax Characterization Summary. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested. 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.

The following dates apply to todays monthly distribution declarations for the following tax-exempt and taxable closed-end funds. 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. Client access Tax information Fund governance Proxy information View all closed-end funds Closed-end fund fact sheets reports Closed-end fund education.

Nuveens Symphony CLOs benefit from teams who are active across a range of credit and bond funds. JCO today announced new details concerning its liquidation. Nuveen Launches the Industrys First Impact Investing-Focused Closed-End Fund -- The Nuveen Core Plus Impact Fund completed its 575 million initial public offering.

Nuveen Multi-Asset Funds Announce Proposed Reorganizations -. 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. Consistent with its investment objectives and organizational documents the fund plans to terminate its.

The story stretches back to the early 2000s when Symphony Asset Management was bought by Nuveen which itself was acquired in 2014 by. MAPS Municipal Total Return Managed Accounts Portfolio AA Nuveen All-American Municipal Bond Fund. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested.

In addition to Nuveen funds add any MF CEF or ETF available from Morningstar. Information Specific to Shareholders of National Funds. Specific information regarding reportable taxable distributions of 1000 or more if any is provided on your IRS Form.

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. Closed-end fund historical distribution sources have included net investment income realized gains and return of capital. 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.

Tax information for investments in Nuveens closed-end funds exchange-traded funds and mutual funds will be available in mid-February on our site. Nuveen Taxable Closed-End Funds. Up to 35 of its managed assets may be rated BBB and below at the time of purchase or if unrated.

The Nuveen Credit Opportunities 2022 Target Term Fund NYSE. 2 Income may be subject to state and local taxes as well as the federal alternative minimum tax.

Understanding Leverage In Closed End Funds Nuveen