Year End Tax Forms | Tax Center | Lord Abbett
Image alt tag


There was a problem contacting the server. Please try after sometime.

Sorry, we are unable to process your request.


We're sorry, but the Insights and Intelligence Tool is temporarily unavailable

If this problem persists, or if you need immediate assistance, please contact Customer Service at 1-888-522-2388.


We're sorry, but the Literature Center checkout function is temporarily unavailable.

If this problem persists, or if you need immediate assistance, please contact Customer Service at 1-888-522-2388.

Tracked Funds

You have 0 funds on your mutual fund watch list.

Begin by selecting funds to create a personalized watch list.

(as of 12/05/2015)

Pending Orders

You have 0 items in your cart.

Subscribe and order forms, fact sheets, presentations, and other documents that can help advisers grow their business.

Reset Your Password

Financial Professionals*

Your password must be a minimum of characters.

Confirmation Message

Your password was successully updated. This page will be refreshed after 3 seconds.



Year-End Shareholder Tax Forms and Mailing Due Dates

This section lists the most commonly used tax forms issued to shareholders of Lord Abbett mutual funds, and describes each form, its purpose, and the approximate mailing date for the form.

Below is a list of tax forms that will be mailed to certain shareholders of Lord Abbett funds during the year. Depending on the type of account you hold, the fund(s) that you hold, your residence, the transactions made during the calendar year, and other account specific factors, you may receive one or more of the following tax forms.

IRS Form Form Name Purpose Mailing Due Date
1099-DIV Dividends and Distributions Reflects all distributions you received during the year from mutual fund investments. Distributions are categorized by their tax character. This includes taxable dividends, tax-exempt dividends, capital gains distributions, and nontaxable distributions. Late January
1099-B Proceeds from Broker and Barter Exchange Transactions Reports information on sales, redemptions or transfers between funds including cost basis were applicable. You will need this form to determine your capital gains or losses.

Late January
1099-Q Payments from Qualified Education Programs Reports distributions from your Educational Savings Account (ESA).

Late January
1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, etc. Reports total retirement distributions along with any withholding tax.

Late January
1042-S Foreign Person's U.S. Source of Income Subject to Withholding Reports all distributions and withholding amounts made to nonresident shareholders.

Mid March
5498-ESA Coverdell ESA Contribution Information Reports contributions, including rollover contributions, into a Coverdell ESA.

Late April
5498 IRA Contribution Information Reports contribution information, including rollover contributions, into any IRA, SEP, and SIMPLE plans.

Late May


Related Articles

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

Please confirm your literature shipping address

Please review the address information below and make any necessary changes.

All literature orders will be shipped to the address that you enter below. This information can be edited at any time.

Current Literature Shipping Address

* Required field