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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.

Tax Commentary

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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