Calamos Tax Center

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.

Mutual Funds

• 2007 income distributions
• 2007 capital gain distributions
• 2007 qualified dividend income
• 2006 income distributions
• 2006 capital gain distributions
• 2006 qualified dividend income
• 2005 income distributions
• 2005 capital gain distributions
• 2005 qualified dividend income
• 2004 income distributions
• 2004 capital gain distributions
• 2004 qualified dividend income

Closed-End Funds

• 2007 income distributions
• 2007 capital gain distributions
• 2007 qualified dividend income
• 2006 income distributions
• 2006 capital gain distributions
• 2006 qualified dividend income
• 2005 income distributions
• 2005 capital gain distributions
• 2005 qualified dividend income
• 2004 income distributions
• 2004 capital gain distributions
• 2004 qualified dividend income

Some fund shareholders may be eligible for other tax deductions or credits.

• 2007 Foreign taxes paid
• 2006 Foreign taxes paid
• 2005 Foreign taxes paid
• 2007 Dividends received deduction
• 2006 Dividends received deduction
• 2005 Dividends received deduction
• 2007 U.S. Government income - Family of Funds
• 2007 U.S. Government income -
  Closed-End Funds
• 2007 U.S. Government income -
  Government Money Market Fund
• 2006 U.S. Government income
• 2005 U.S. Government income/intangible property
• 2004 U.S. Government income/intangible property

Look here for reference information that you'll find useful as you complete your taxes.

• Tax calendar
• IRS tax forms
• 2007 Mutual Fund Tax Guide