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Tax Resources

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.
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Capital Gain Distributions

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

Important information needed to prepare your tax returns
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Related Tax FAQs

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

Tax Form Instructions
Instructions from the IRS.

Other Tax Reports
Additional tax information for certain Lord Abbett Funds.
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.