Mutual Funds

 

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

Distributions

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)