Tax Center | Resources & Commentary | Lord Abbett

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(as of 12/05/2015)

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Tax Center

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.

Tax Resources

Capital Gain Distributions

Review estimated and/or actual year-end capital gain distribution amounts.

Year-End Tax Forms

Learn about the most commonly used tax forms issued to shareholders of the Lord Abbett funds.

Cost Basis Resource Center

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.

Organizational Actions

Get more information here on organizational actions, including stock splits, mergers, or nontaxable distributions.

Related Tax FAQs

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Download tax information from your Lord Abbett account directly into TurboTax software.

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Download tax information from your Lord Abbett Account directly into H&R Block tax software.

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