nuveen closed end funds tax 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.

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

. Tax-Advantaged Total Return Strategy Fund2300-JTD. Nuveen Municipal Closed-End Funds Announce Shareholder Approval of Reorganization. 14 hours agoNuveen is a leading sponsor of closed-end funds CEFs with 62 billion of assets under management across 58 CEFs as of 31 Mar 2022.

The following information applies to closed-end funds in general. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested. Information Specific to Shareholders of National Funds.

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 TAX INFORMATION LETTER. 2021 Closed-End Funds Tax Characterization Summary.

Global Value Opportunities Fund2650 0250 Equity. Tax information for investments in Nuveens closed-end funds exchange-traded funds and mutual funds will be available in mid-February on our site. Tax information for investments in Nuveens closed-end funds exchange-traded funds and mutual funds will be available in mid-February on our site.

By providing the latest closed-end fund data you can screen sort and explore the latest CEF research news and videos. 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. All shareholders of the funds listed below are cordially invited to attend the meeting of shareholders.

The funds offer exposure to a broad range of asset classes and. Become a Member Today. Nuveen has more than 30 years of experience managing CEFs.

The funds offer exposure to a broad range of asset classes and are designed for income-focused investors seeking regular distributions. Specific information regarding reportable taxable distributions of 1000 or more if any is provided on your IRS Form. 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.

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. Such distributions are subject to federal taxation and are generally subject to state and local taxes. CEFConnect provides unbiased straightforward and comprehensive closed-end fund information.

1099-DIV and 2021 year-end mutual fund account statement. For states with a graduated tax rate a conservative mid-point is used. 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 Regarding Alternative Minimum Tax A portion of the federally Exempt Interest Dividends paid by the funds in 2021 was from private activity municipal bonds. Nuveen via Nuveen via. The total per-common share dollar amount of the pre- and to the extent made post-reorganization tax-exempt distributions received by common shareholders of each fund on July 1 2022 are expected.

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. Learn about closed-end funds how to use closed-end funds to build a portfolio and moreall for free.

14 hours agoNuveen is a leading sponsor of closed-end funds CEFs with 62 billion of assets under management across 58 CEFs as of 31 Mar 2022. Information Specific to Minnesota Shareholders. 14 hours agoThe 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 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. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested.

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

Shares of closed-end funds are subject to investment risks including the possible loss of principal invested. 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.

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