nuveen closed end funds tax information

For states with a graduated tax rate a conservative mid-point is used. Please vote as promptly as possible whether or not you plan to attend the meeting.

Nuveen Variable Rate Preferred Income Fund Attracts 550 Million

Such distributions are subject to federal taxation and are generally subject to state and local taxes.

. Send us an email. Become a Member Today. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested.

For more detailed information on the distributions of a specific Fund please visit the Fund sponsors website. Closed-end fund historical distribution sources have included net investment income realized gains and return of capital. Tax information for investments in Nuveens closed-end funds exchange-traded funds and mutual funds will be available in mid-February on our site.

Contact us Financial Professionals. In addition to Nuveen funds add any MF CEF or ETF available from Morningstar. Closed-end fund fact sheets and reports.

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. 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. 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.

Voting promptly will assure that your shares are represented and also will avoid additional expense to your fund. - 00005 NEV NYSE Nuveen. The following information applies to closed-end funds in general.

All shareholders of the funds listed below are cordially invited to attend the meeting of shareholders. Distributions in amounts less than 1000 are not required to be. You will receive separate tax information for each type of investment.

Form 1099-DIV see sample form on pages 8 and 9 If your funds paid either a taxable distribution of capital gains andor ordinary income a tax-exempt income distribution or if federal income tax has been withheld from your account as required by the IRS a combined Form 1099-DIV will be sent to you. 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. 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 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. NXP NYSE Nuveen Select Tax -Free Income Portfolio 00455 - NUV NYSE Nuveen Municipal Value Fund Inc. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested.

Information Specific to Shareholders of National Funds. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested. Specific information regarding reportable taxable distributions of 1000 or more if any is provided on your IRS Form.

8007528700 Send us an email Individual Investors. 2021 TAX INFORMATION LETTER. Distribution amount that over the long term matches the funds total distributions paid to its total.

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 wwwsec. By providing the latest closed-end fund data you can screen sort and explore the latest CEF research news and videos. 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.

Learn about closed-end funds how to use closed-end funds to build a portfolio and moreall for free. For states with a graduated tax rate a conservative mid-point is used. In addition to Nuveen funds add any MF CEF or ETF available from Morningstar.

00280 - NUW NYSE Nuveen AMT-Free Municipal Value Fund 00390 -. 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. 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.

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 funds offer exposure to a broad range of asset classes and are designed for income-focused investors seeking regular distributions. 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.

2021 Closed-End Funds Tax Characterization Summary. Nuveen closed-end funds seek to maintain a stable regular. CEFConnect provides unbiased straightforward and comprehensive closed-end fund information.

Up to 35 of its managed assets may be rated BBB and below at the time of purchase or if unrated. Nuveen Taxable Closed-End Funds. Client access Tax information Fund governance Proxy information View all closed-end funds Closed-end fund fact sheets reports.

Nuveen California Select Tax-Free Income Portfolio - 00395 NUW NYSE Nuveen AMT-Free Municipal Value Fund 00205 01714 NMI NYSE Nuveen Municipal Income Fund Inc. Information Specific to Minnesota Shareholders. 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.

Closed-end fund press releases UNII and earnings distribution notices proxy voting fund updates fact sheet and commentaries.