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Tax information

Tax information for investments in Nuveen's closed-end funds, exchange-traded funds and mutual 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.

Cost basis reporting

For shares acquired on or after January 1, 2012, you may elect a cost basis method to apply to all existing and future accounts you may establish. The cost basis method you select will determine the order in which shares are redeemed and how your cost basis information is calculated and subsequently reported to you and to the Internal Revenue Service. Please consult your tax advisor to determine which cost basis method best suits your specific situation. If you hold your account directly with the funds, please contact Nuveen Investor Services at (800) 257-8787 for instructions on how to make your election. If you hold your account with a financial intermediary, please contact that financial intermediary for instructions on how to make your election.

Mutual Funds

Regular Mail:
Nuveen Funds
PO Box 219140
Kansas City, MO 64121-9140

Cost Basis Information - Mutual Funds

Overnight or Courier Service:
Nuveen Funds
430 W. 7th St., Suite 219140
Kansas City, MO 64105-1407

If you hold your account directly with the funds and do not elect a cost basis method, your account will default to the average cost basis method.

Closed-End Funds

Regular Mail:
Nuveen
P.O. Box 43071
Providence, RI 02940-3071

Overnight or Courier Service:
Nuveen
c/o Computershare
250 Royall Street
Canton, MA 02021

If you hold your account directly with the funds and do not elect a cost basis method, your account will default to the first in first out (FIFO) basis method.

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