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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preparing your tax returns

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

Go to TurboTax

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

Go to H&R Block

Important Information
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 you contact your financial, legal or tax advisor regarding your 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.

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