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Lord Abbett understands the importance of income taxes in an investor's financial plan. As a service to fund shareholders, we are providing you with the following information to assist you in understanding the potential tax implications of investing in a Lord Abbett mutual fund.
Review estimated and/or actual year-end capital gain distribution amounts.
Review all anticipated distribution dates for each of the Lord Abbett funds.
Learn about the most commonly used tax forms issued to shareholders of the Lord Abbett funds.
Get more information here on organizational actions, including stock splits, mergers, or nontaxable distributions.
Each year, mutual funds and brokerage firms are required to provide the federal government with information, for tax-reporting purposes, pertaining to the sale of securities, including shares of mutual funds. Investors, in turn, are required to report whether a gain or loss was incurred as a result of the sale of securities.
The responsibility of reporting gains/losses to the government is now with Mutual Fund and Brokerage firms. The Lord Abbett Cost-Basis Resource Center helps you understand changes with reporting and the information you may need to make cost-basis decisions regarding your holdings.
The information presented in this section is intended for general information and is not intended to be relied upon and should not be relied upon, as financial, legal or tax advice for any particular investor. We strongly recommend that your clients contact their financial, legal or tax advisor regarding their particular tax situation.
The information presented in this section is not written or intended to be used, and cannot be used, for the purpose of avoiding any tax liabilities or penalties.
Did you know you can receive your tax forms by e-mail? Login or register now to go paperless.