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 www.loomissayles.com
for more details
See which funds paid distributions.
Information to help complete tax returns.
IRS Form 8937 – Report of Organizational Actions Affecting Basis of
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
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