The Tax Center page includes general and fund-specific tax information, and provides investors in Calamos Closed-End Funds with information about distributions, additional federal and state reporting requirements, and more.
Distributions
You'll need to know the character of your distributions to prepare your taxes. Income distributions are income you received as a result of a regular fund distribution paid from fund earnings. Capital gains distributions are paid to shareholders of a fund out of the capital gains from the sale of the holdings in the fund's portfolio. Qualified dividends are dividends that are taxed at a lower rate of 15%, or 5% for those in the 15% or lower tax bracket, rather than the higher marginal rates applicable to ordinary income.
Income you earn from your closed-end funds may be taxed by the IRS. These links will take you to information about income, capital gains and qualified dividends issued by your funds.
None of the information on this Web site should be considered legal or tax advice. You should consult your legal or tax advisor for information concerning your own specific tax situation.
The dividend tables provided here are for informational purposes only and to assist you in your tax planning. When preparing your tax return, please refer to your Form 1099-DIV and consult your legal or tax advisor.