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

Tax Guides

Important information needed to prepare your tax return.
  Lord Abbett 2021 Tax Guide
  Lord Abbett 2020 Tax Guide
  Lord Abbett 2019 Tax Guide

Capital Gain Distributions

Review capital gain distributions information for the Lord Abbett mutual funds. Estimated amounts are provided prior to actual capital gain distributions.

Related Tax FAQs

Commonly asked questions relating to investing in a mutual fund, including insights on fund taxation and shareholder impact.

Year-End Shareholder Tax Forms and Mailing Due Dates

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

Preparing Your Tax Returns

Tax forms, reports and instructions that may be used to prepare your tax return.

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

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Tax Season Tips & the Deadline Delay

March 31, 2021

Income tax filing for individuals is extended a month for federal returns but not for all states; estimated taxes still due April 15.
Muni Matters: One Potential Remedy for SALT Shock

February 7, 2019

by Daniel S. Solender, CFA

Partner & Director

With the $10,000 cap on the deduction for state and local taxes poised to boost tax liabilities for many investors, tax-exempt municipal bonds may merit a fresh look.