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Tax information

Tax information for investments in Nuveen's closed-end funds, exchange-traded funds, mutual funds and interval funds will be available in mid-February on our site. 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.

If your account statements and fund distributions come directly from the Nuveen funds you may view your account and tax documents via the Client Access page.

Reporting for corporate actions affecting stock basis

Tax reporting rules (Internal Revenue Code Section 6045B) require certain corporations to report specified information related to corporate actions that might affect the tax basis of securities. See links below for details regarding information reporting for such corporate actions for Nuveen Funds.

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    The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

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