Year End Tax Forms | Tax Center | Lord Abbett

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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

 

Please note that these are generally the mailing deadlines unless extended by the IRS.

RETIREMENT PLANNING

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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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