Tax Information

What's new for 2007

  • There are no new reporting requirements for 2007.

Where to find the information you need

  • Evergreen 2007 Tax Information Guide (PDF) – explains how to use the information on a Form 1099-DIV or Form 1099-B to complete your U.S. tax returns, including Schedule D of Form 1040
  • Evergreen 2007 Supplemental Tax Guide (PDF) – explains what income from Evergreen’s tax-advantaged funds, mainly money market and bond funds, may be exempt from state and, if applicable, local taxes, also AMT percentages. Please note: this PDF has been updated since the original printing with the corrected text on page 1
  • Forms and Filing Schedule – lists mailing dates for various tax forms issued by Evergreen Investments and selected IRS filing dates
  • Additional Tax Data — contains tax information for shareholders of 3 of Evergreen’s closed-end funds: Evergreen Global Dividend Opportunity Fund, Evergreen International Balanced Income Fund and Evergreen Utilities and High Income Fund
  • Understanding Cost Basis – learn what cost basis is and the information you will need to calculate it. If you sold fund shares during 2007, you need to calculate the cost basis of those shares to determine whether the proceeds from your redemption are a taxable gain or loss
  • Capital Gains Distributions – lists the dates in 2007 when capital gains distributions were made
  • Are You 70½ or Older? – provides basic information on required minimum distributions (RMDs) and provides a link to Evergreen’s Required Minimum Distribution form
  • Tax Checklist – use this list to help you gather the documents you might need to prepare your US tax returns

Have you contributed to your IRA for tax year 2007?

The annual contribution limit for IRAs for 2007 is listed in the chart below (Source: IRS). You can make contributions to an IRA — from January 1, 2007 until April 15, 2008 — for the 2007 tax year.

If you make an IRA contribution in 2008 for the 2007 tax year, be sure to tell us that it should be reported as a prior year contribution. You will receive a Form 5498, which is mailed by the end of May, listing these contributions. 

 Under Age 50Age 50 and Older
Note - if you contribute to both a traditional IRA and Roth IRA in the same year, the total cannot exceed the annual limit$4,000$5,000

This section is not intended as a substitute for tax advice. It is important to contact your tax advisor for information and advice relevant to your individual situation.