Tax and Year-End Info

  • Call Loomis Sayles at 800-633-3330, press 1 and then follow the directions to obtain year-end information
  • Download annual tax information directly into TurboTax or H&R Block. Visit for more details


See which funds paid distributions.

Annual Tax Information Notice

Information to help complete tax returns.

IRS Form 8937 – Report of Organizational Actions Affecting Basis of Securities

Issues of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions, including nontaxable distributions that affect the basis of the securities involved in the organizational action.

Form 8937 – Loomis Sayles Limited Term Government and Agency Fund (ROC – 11/15/13)

Loomis Sayles does not provide tax or legal advice. Shareholders should consult with a qualified tax advisor regarding their personal tax situation. The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice.