2017 Long-Term Capital Gains
2017 Tax Information for T. Rowe Price Taxable Funds Long-Term Capital Gains

Capital gain distributions are taxed at various rates. For long-term capital gains realized by a fund, the maximum tax rate is 20%. The rate is 0% for investors in the 15% or lower tax bracket, and 15% for investors in the 25%, 28%, 33%, or 35% tax brackets. (For the 2018 tax year, the 0% rate applies to investors with taxable income not over $38,600 for single filers and $77,200 for joint filers, and the 15% rate applies to taxpayers with taxable income not over $425,800 for single filers and $479,000 for joint filers.) Box 2a of Form 1099-DIV reports your total long-term capital gains distribution.

Capital gain distributions derived from Section 1250 property are subject to a maximum tax rate of 25%. The dollar amount related to your holdings is reported in Box 2b of Form 1099-DIV.

2017 Long-Term Capital Gains
T. Rowe Price Fund Payment Date Total Capital Gain Distribution Amount Subject to Max. 20% Tax Amount Subject to Max. 25% Tax (Section 1250 Gain)
Equity Income 12/14/2017 $2.430000000 $2.427750063 $0.002249937
Extended Equity Market Index 12/14/2017 $1.110000000 $1.105682766 $0.004317234
Financial Services 12/18/2017 $0.940000000 $0.936137070 $0.003862930
Global Real Estate 9/28/2017 $0.003557187 $0.003401936 $0.000155251
Global Real Estate 12/19/2017 $0.340000000 $0.325160938 $0.014839062
Mid-Cap Value 12/15/2017 $1.350000000 $1.349571780 $0.000428220
Real Estate 12/14/2017 $0.433424003 $0.389631709 $0.043792294
Small-Cap Stock 12/15/2017 $3.350000000 $3.347522005 $0.002477995
Small-Cap Value 12/15/2017 $1.840000000 $1.836660032 $0.003339968
Total Equity Market Index 12/14/2017 $0.050000000 $0.048320870 $0.001679130
Value 12/15/2017 $1.790000000 $1.789582751 $0.000417249