nuveen closed end funds tax information

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

Government obligations held by fund as of 12312020.

. The value of your closed-end fund shares as of December 31 2020 by the percentage listed in the following table. Distributions in amounts less than 1000 are not required to be. 8007528700 Send us an email Individual Investors.

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

All shareholders of the funds listed below are cordially invited to attend the meeting of shareholders. In addition to Nuveen funds add any MF CEF or ETF available from Morningstar. 2021 TAX INFORMATION LETTER.

Information Specific to Minnesota Shareholders. 2021 Closed-End Funds Tax Characterization Summary. 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.

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. Consult your tax advisor for additional information regarding intangible or personal property taxes and applicable exemptions. Learn about closed-end funds how to use closed-end funds to build a portfolio and moreall for free.

Up to 35 of its managed assets may be rated BBB and below at the time of purchase or if unrated. Consult your tax advisor for additional information regarding intangible or personal property taxes and applicable exemptions. The funds offer exposure to a broad range of asset classes and are designed for income-focused investors seeking regular distributions.

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. Nuveen Taxable Closed-End Funds.

In addition to Nuveen funds add any MF CEF or ETF available from Morningstar. 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.

Contact us Financial Professionals. For states with a graduated tax rate a conservative mid-point is used. Specific information regarding reportable taxable distributions of 1000 or more if any is provided on your IRS Form.

Information Specific to Shareholders of National Funds. 00280 - NUW NYSE Nuveen AMT-Free Municipal Value Fund 00390 -. Distribution amount that over the long term matches the funds total distributions paid to its total.

Tax information for investments in Nuveens closed-end funds exchange-traded funds and mutual funds will be available in mid-February on our site. CEFConnect provides unbiased straightforward and comprehensive closed-end fund information. The following information applies to closed-end funds in general.

Send us an email. 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. 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.

For more detailed information on the distributions of a specific Fund please visit the Fund sponsors website. Shares of closed-end funds are subject to investment risks including the possible loss of principal invested. Closed-End Funds NUO NYSE Nuveen Ohio Quality Municipal Income Fund - 00250 NIM NYSE Nuveen Select Maturities Municipal Fund - 00008 NXC NYSE Nuveen California Select Tax-Free Income Portfolio -.

Closed-end fund historical distribution sources have included net investment income realized gains and return of capital. Nuveen closed-end funds seek to maintain a stable regular. NXP NYSE Nuveen Select Tax -Free Income Portfolio 00455 - NUV NYSE Nuveen Municipal Value Fund Inc.

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

For states with a graduated tax rate a conservative mid-point is used. The 1099- DIV details all of your Nuveen closed-end funds taxable distributions and details all of your Nuveen closed-end. Client access Tax information Fund governance Proxy information View all closed-end funds Closed-end fund fact sheets reports.

Government obligations held by fund as of 12312020. Please vote as promptly as possible whether or not you plan to attend the meeting. The value of your closed-end fund shares as of December 31 2020 by the percentage listed in the following table.

529 education savings plans. 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.

Understanding Leverage In Closed End Funds Nuveen