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 2020 Tax Guide
  Lord Abbett 2019 Tax Guide
  Lord Abbett 2018 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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Five Key Federal Tax-Relief Provisions for Individuals

May 7, 2020

Most people have heard about the $1,200 virus-related recovery checks paid to individuals, but may not be aware of specific tax-relief provisions that are also available.
SALT Shock: The Revised U.S. Tax Deduction Hits Home

February 15, 2019

by Vito Fronda, CPA

Partner, Director of Fund Treasury & Tax

The dreaded cap on the deduction for state and local taxes (SALT) takes effect in the 2018 tax year and has some high earners fretting about the impact.

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

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Securing a sustainable future for
our clients, our people, and our world.

Inspired by our mission, we are committed to creating long-term financial security for our clients, empowering our people, advancing our communities, and ensuring a vibrant future for our planet.