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

 

RETIREMENT PLANNING

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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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