Tax Information

Forms and 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.

Closed-End Funds

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ETF


Mutual Funds

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NOTE: The following funds either invest in Real Estate Investment Trust (REITs), Regulated Investment Companies (RICs), or employ a managed distribution policy (or a combination thereof). As a result, to accurately determine shareholder tax reporting for these funds, it is necessary to calculate certain tax adjustments. Information to calculate such adjustments for the preceding calendar year is not available from third-party providers (various issuers) until February. As a result, the Funds have filed an extension with the IRS to mail your completed 1099-DIV after the February 15, 2019 deadline. Therefore you may not receive your 1099 Forms until late February or early March 2019.

Nuveen Closed-End Funds

Nuveen All Cap Energy MLP Opportunities Fund (JMLP)
Nuveen Core Equity Alpha Fund (JCE)
Nuveen Diversified Dividend and Income Fund (JDD)
Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX)
Nuveen Energy MLP Total Return Fund (JMF)
Nuveen Global High Income Fund (JGH)
Nuveen Mortgage Opportunity Term Fund (JLS)
Nuveen Mortgage Opportunity Term Fund 2 (JMT)
Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
Nuveen Real Asset Income and Growth Fund (JRI)
Nuveen Real Estate Income Fund (JRS)
Nuveen S&P 500 Buy-Write Income Fund (BXMX)
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)
Nuveen Tax-Advantaged Dividend Growth Fund (JTD)
Nuveen Tax-Advantaged Total Return Strategy Fund (JTA)

Nuveen Exchange-Traded Funds

NuShares Short-Term REIT ETF

Nuveen Mutual Funds

Nuveen Global Infrastructure Fund (FGI)
Nuveen Global Real Estate Securities Fund (NGRES)
Nuveen Multi-Asset Income Fund
Nuveen Multi-Asset Income Tax-Aware Fund
Nuveen Real Asset Income Fund
Nuveen Real Estate Securities Fund
Nuveen Strategy Aggressive Growth Allocation Fund
Nuveen Strategy Balanced Allocation Fund
Nuveen Strategy Conservative Allocation Fund
Nuveen Strategy Growth Allocation Fund