mfs municipal high income fund state tax information 2020

22-EX . . Basic Info. the interest on which is exempt from federal income tax. Municipal bond funds - earned income by state (PDF) A portion of the income paid to the Delaware Funds by Macquarie ® Closed-end Municipal Income Funds shareholders may be subject to the federal alternative minimum tax (AMT). For example, the novel coronavirus (COVID-19) pandemic has significantly . STATE PUB SCH BLDG AUTH PA LEASE . The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal . The fund normally invests its assets primarily in municipal instruments. MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%. The fund normally invests its assets primarily in municipal instruments. Fund Description. Nuveen Global High Income Fund (JGH) Nuveen Mortgage and Income Fund (JLS) Nuveen . Poplowski, who brings more than . 4. Performance. 2012. NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY MTG REV 4.5%. In depth view into Mfs Investment Grade Municipal Trust WACC % explanation, calculation, historical data and more 6 9. annual rate of return table. New York Life Investment Management LLC. Use these instructions in conjunction with Municipal Bond Funds - Earned Income by State. CXH WACC % as of today (June 02, 2022) is 4.6%. This and other important information is contained in the fund prospectuses and summary prospectuses, . 2015. Please note that the income . Among 186 Funds In The Morningstar High Yield Muni Category As Of April 30 2022. The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Hartford Municipal Income Fund The Hartford Municipal Opportunities Fund Hartford Municipal Short Duration Fund Hartford Schroders Tax-Aware Bond Fund ALABAMA 1.87% 2.27% 2.55% 0.00% MFS Municipal Income Fund Class A No Transaction Fee 1 Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity Morningstar ® Snapshot* AS OF 4/30/2022; Morningstar Category: Muni National Long *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Fund Details. State government tax revenue collections increased 22% in 2021 compared with 2020, which is 20% above the pre-pandemic level in 2019. . The user is responsible for selecting the applicable federal and, as applicable, state tax rates. For example, the novel coronavirus (COVID-19) pandemic has significantly . The municipal bond market has struggled with historically high fund outflows, at nearly $54 billion year-to-date as of 30 April, along with substantial new issue supply (Figure 1). See MFS Municipal High Income Fund (MMHKX) mutual fund ratings from all the top fund analysts in one place. ORGANIZATION . The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from its investments may be subject to the federal alternative minimum tax. . RiverNorth Flexible Municipal Income Fund II, Inc. (the "Fund") was organized as a Maryland corporation on June 10, 2020, pursuant to an Articles of Incorporation, which was amended and restated on January 13, 2021 ("Articles of Incorporation"). Recent Brigham Young University graduate, Jillian Orr, stands up against her homophobic school. Omaha (/ ˈ oʊ m ə h ɑː / OH-mə-hah) is the largest city in the U.S. state of Nebraska and the county seat of Douglas County. MIN, MMT, MFV (PDF) MFS Municipal High Income Fund MMIIX | Fund $7.52 $5.8 B 2.07% $0.16 0.64% MMIIX - Profile Distributions YTD Total Return -13.3% 3 Yr Annualized Total Return 1.0% 5 Yr Annualized Total Return 2.7% Capital Gain Distribution Frequency N/A Net Income Ratio 2.94% DIVIDENDS Dividend Yield 2.1% Dividend Distribution Frequency Monthly Fund Details See MFS Municipal High Income Fund performance, holdings, fees, risk and other data from . Poplowski, who brings more than . Analyze the Fund MFS Municipal High Income Fund Class A having Symbol MMHYX for type mutual-funds and perform research on other mutual funds. . AB High Income Municipal Portfolio(Inception date 01/26/2010) AB High Income Municipal Portfolio. Overall Morningstar Rating ™. Access tax information including closed-end fund, mutual fund and exchange-traded fund forms, cost basis reporting and reporting for corporate actions affecting stock basis. The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation. 2013. Under certain state tax laws, interest income from certain municipal securities and U.S. The Fund invests, under normal market conditions, at least 80 . For the twelve months ended November 30, 2009, shares of the MFS Intermediate High Income Fund provided a total return of 83.39%, at net asset value. To arrive at the amount that may be exempt from state or local tax, multiply the amount shown in Box 1a, Total ordinary dividends, on Form 1099 -DIV by the applica ble percentages from the chart below. Upgrade. 333-_____) relating to the AMPS on file with the Securities and Exchange Commission, as such Registration Statement may be amended from time to time, as well as short-term municipal obligations, High Yield Municipal Bonds and Inverse . This and other information can be found in the Fund's full or summary prospectus which may be obtained by clicking here or by calling 1-888-889-0799. Fidelity® SAI Municipal . The investment seeks total return with an emphasis on high income exempt from federal income tax, but also considering capital appreciation. 2020. . -8.60%. Contribute to patilpratik37/Python4Finance-mainPRATIK development by creating an account on GitHub. The date of this supplement is August 28, 2020. Interest from the fund's investments may be subject to the federal . Investment team Portfolio Managers Jason Kosty 18 years with MFS . This rating is based on a fund's Morningstar Return (its annualized return in excess to the return of the 90-day U.S. Treasury bill over a three-, five-, or ten-year period). The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest income from most out -of-state municipal bonds purchased by a mutual fund on or after January 1, 2003 is subjec t to taxation in Utah. We suggest thatyou consultyour tax advisor, who is most familiar with your circumstances and the laws of the state in which you reside, to determine how you shouldreport this information on your . Financial disclosures help prevent and identify potential conflicts of interest by providing for a systematic review of the financial interests of current and prospective public employees and candidates for elected office. For Shareholders Only. MFS Access. MFS® Municipal High Income Fund: SUPPLEMENT TO THE PROSPECTUS. Access your MFS mutual fund, IRA, 529 savings plan accounts, quaterly statements, and sign up for eDelivery. 0.484. Taxes on Distributions and Sale of Fund Shares are calculated using the historical maximum federal individual marginal income tax rates associated with . The nation's 39th-largest city, Omaha's 2020 census population was 486,051.. Omaha is the anchor of the eight-county, bi-state Omaha . High-Yield Muni portfolios typically invest a substantial portion of assets in high-income municipal securities that are not rated or that are rated at the level of or below BBB (considered high-yield within the municipal-bond industry) by a major ratings agency such as Standard & Poor s or Moody s. : $14,902. Effective March 1, 2022, Megan Poplowski will be disclosed as a named portfolio manager on MFS Municipal High Income and MFS Municipal Income, among several others. Interest from the fund's investments may be subject to the federal alternative minimum tax. To help you calculate the amount of exempt-interest income that may be subject to state income tax, we have provided instructions and a list of MFS municipal bond fund abbreviations and fund names. In each Morningstar Category: - top 10% - High. See MFS Municipal High Income Fund performance, holdings, fees, risk and other data from . Fund Family Name. Interest from its investments may be subject to the federal alternative minimum tax. Tax Information for Calendar Year 2020, continued (January 29, 2021) For Shareholders of Goldman Sachs Funds STATE/ COMMONWEAL TH DYNAMIC MUNICIPAL INCOME FUND HIGH YIELD MUNICIPAL FUND MUNICIPAL INCOME COMPLETION FUND SHORT DURATION TAX-FREE FUND Alabama 1.04% 2.65% 1.21% 1.00% Alaska 0.24% 0.10% 0.41% 0.83% Arizona 1.43% 1.85% 1.83% 1.86% Daily Change $-0.04 (-0.37%) YTD Return -12.70%. Hydro Review is the trusted voice connecting the global market with an unparalleled volume & distribution of market-related solutions, news & insights. Interest from the fund's investments may . Learn more about the forms. BUCKEYE OHIO TOB SETTLEMENT FING AUTH 5%. This information may assist you in preparing your Massachusetts state income tax return. 2021 Income Tax Information MFS® CHARTER INCOME TRUST (MCR) MFS . The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Find the latest MFS Municipal High Income A (MMHYX : XNAS) quote with Morningstar's data and independent analysis. Capital Gain : Capital Gain . 2020 Tax Information - Municipal Funds. Interest from the fund's investments may be subject to the federal alternative minimum tax. MFS Municipal High Income Fund - The investment seeks total return with an emphasis on high income exempt from federal income tax, but also considering capital appreciation. You may need this information to prepare your state income tax return. Author: Microsoft Office User Created Date: 1/27/2022 2:40:12 PM . The Fund seeks total return with an emphasis on high income exempt from federal income tax, but also considering capital appreciation. Mar 31, 2010. Advisor (ABTYX) Daily NAV $10.64. If, during 2020 you owned shares of any of the Fidelity funds listed in the tables that follow, then a portion of the federal tax- exempt interest dividends you earned may be exempt from your state's income tax. This document provides basic guidance for state income tax withholding on distributions from IRAs and qualified retirement plans. Interest from its investments may be subject to the federal alternative minimum tax. 0.398. MainStay MacKay High Yield Municipal Bond Fund State Percentage State Percentage State Percentage Alabama 0.8% Kentucky 0.8% Ohio 5.3% Alaska 0.4 Louisiana 0.2 Oklahoma 0.4 Arizona 1.4 Maine 0.1 Oregon 0.1 and/or state and local . MFS . MFS® High Income Municipal Trust (NYSE: CXE) $0.01650 $0.0000 $0.01650 MFS® High Yield Municipal Trust . Fund Description. Basic Info. Territories may be exempt from tax for the residents of that state. 2019 Tax Documents - Closed-End Fund Items; . To determine if these Funds are an appropriate investment for you, carefully consider each Fund's investment objectives, risk factors and charges and expenses before investing. It may invest 25% or more of its total . Capital Gain : Capital Gain . Nuveen California High Yield Municipal Bond Fund (NCHY) Nuveen California Intermediate Municipal Bond Fund (CAI) . 2020. The Morningstar Returns in each category are then scored against each other on a bell curve. See MFS Municipal High Income Fund (MMHKX) mutual fund ratings from all the top fund analysts in one place. The Fund seeks total return with an emphasis on high income exempt from federal income tax, but also considering capital appreciation. Effective March 1, 2022, Megan Poplowski will be disclosed as a named portfolio manager on MFS Municipal High Income and MFS Municipal Income, among several others. The date of this supplement is August 28, 2020. Dividends are generally subject to state and local taxes. The Fund invests, under normal market . MFS Municipal Income Fund Ranked 347 out of 381 in Muni National Long over 36 months All calculations are in USD unless stated The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation. 1 Income from state and local obligations held indirectly through a mutual fund are not exempt from Illinois tax. which in turn could affect the market values and marketability of many or all municipal obligations of issuers in a state, U.S. territory, or possession. - next 22.5% - Above Average. The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. MMHYX | A complete MFS Municipal High Income Fund;A mutual fund overview by MarketWatch. Find the latest MFS Municipal High Income I (MMIIX : XNAS) quote with Morningstar's data and independent analysis. Shares Outstanding. Please read the . MFS ® Intermediate High Income Fund: Section 16 . 2020 Earned Income By State Municipal Bond Funds . . 2020 Indiana Fund Specific Information 31 Dec 2020 2020 Municipal Bond Fund Letter . Omaha is in the Midwestern United States on the Missouri River, about 10 miles (15 km) north of the mouth of the Platte River. Inception Date: 01/26/2010. . If, during 2020, you were subject to tax in Massachusetts and held shares of the fund(s) listed on the table . Investment Policy. 2014. For mutual fund shares acquired before January 1, 2012, interest earned from a direct obligation of another Earned Income by State - Closed End Municipal Bonds (PDF) Income Tax Information - MCR, MGF, CIF. After hiding her queer identity, Orr let her colors fly at graduation. Municipal Bonds means "Municipal Bonds" as defined in the Corporation's Registration Statement on Form N-2 (File No. charges and expenses. The user is responsible for selecting the applicable federal and, as applicable, state tax rates. The stated federal tax rates for joint incomes over $250,000 include the 3.8% medicare tax imposed on the net investment income of certain taxpayers with higher incomes. Investment Strategy. 1. Percentage of interest income from municipal obligations, by state, for 2021 2. 189913885. The stated federal tax rates for joint incomes over $250,000 include the 3.8% medicare tax imposed on the net investment income of certain taxpayers with higher incomes. Fidelity® Municipal Income Fund : FHIGX . Income Tax Information Calendar Year 2021 Federal tax reporting . A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital') and open-ended investment company (OEIC) in the UK. Inception Date. . The enclosed tables provide information for exempt-interest . If you have any questions or you do not receive the appropriate tax forms, please contact a client service representative at 1-888-923-3355 Monday through Friday from 7:30 a.m. to 5:00 p.m. CST. which in turn could affect the market values and marketability of many or all municipal obligations of issuers in a state, U.S. territory, or possession. Upgrade. Additional information to help you prepare your 2020 Utah state income tax returns will be available in mid to late January DISCLAIMER: The financial data presented in our database includes the filer as well as his or her spouse and dependent . 2020 Corporate Tax Information - High Yield Strategies Fund. Please consult with your tax advisor. 2 For mutual fund shares acquired before January 1, . CE-MUNIINC-NOT-1/22 . Fact Sheet MFS ® Municipal High Income Fund Q3 | 2021 As of September 30, 2021 Objective Seeks total return with an emphasis on high income exempt from federal income tax, but also considering capital appreciation. . For specific information about a fund's distribution sources, visit the fund sponsor's website. Stay up to date with the current NAV, star rating, asset allocation, capital . 11/30/2020: MFS Intermediate High Income Fund - Form 8937 (PDF) 10/31/2020: MFS Special Value Trust . Tax Mailing Calendar A calendar of forms and statements provided to shareholders by MFS. 0.00% : 3.49% . TAXABLE EQUIVALENT YIELD 1 Taxable equivalent yield is the yield or distribution rate needed from a taxable investment to be economically equal to receiving the stated tax-free yield from a municipal bond investment. Preparation & Filing Information Information you'll need to file your taxes, including funds not issuing Form 1099-DIV, online tax forms and account access, percentage of government income, earned income by state, and alternative minimum tax percentage. 2020 $0.026 DailyAccrualFund Dec 01, 2020 $0.025 DailyAccrualFund Nov 02, 2020 Detailed Information: Updated: Sep 2020; Literature number: IRGEFM-064-0920; . 100.00% : 100.00% . 0.355. . 10/02/2020 : 12/01/2020 . View mutual fund news, mutual fund market and mutual fund interest rates. Fidelity® Maryland Municipal Income Fund : SMDMX . shareholders a Form 1099-DIV for the calendar year that will tell them how to report these distributions for federal income tax purposes. Related to MFS Alabama Municipal Bond Fund (. MFS Municipal High Income R6 Fund MMHKX Price as of: MAY 17, 05:00 PM EDT . 12/01/2020 : 5.78% . MainStay MacKay High Yield Municipal Bond Fund. MFS . State CXE CMU CXH MFM . The fund normally invests its assets primarily in municipal instruments. See Municipal Income Funds: Percentage of interest income subject to AMT . 2017 Corporate Tax Information - Equity Income Fund, Global Real Estate Fund, Intrinsic Value Fund, Mid Cap Intrinsic Value Fund, Real Estate Fund . 432.13M. For . tax. Stay up to date with the current NAV, star rating, asset allocation, capital . Learn more about mutual funds at fidelity.com. The MFS Intermediate High Income Fund (the "fund") is a closed-end fund investing primarily in high-yield fixed income securities in lower-rated categories. MFS® INTERMEDIATE HIGH INCOME FUND (CIF) MFS . basis. 02/07/2020 : 12/01/2020 . 2020 TAX INFORMATION LETTER Nuveen Municipal Mutual Funds National Funds: . Legal Name. The fund may at times distribute more than its net investment income and net realized capital gains . MFS® Municipal High Income Fund: SUPPLEMENT TO THE PROSPECTUS.
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