western asset managed municipals fund tax information 2020

The information contained on this website is not intended as investment, accounting, tax or legal advice, but to the extent it may be deemed to be a financial promotion under non-U.S. jurisdictions, it is provided for use by professional investors only and not for onward distribution to, or to be relied upon by, retail investors. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. 0000058946 00000 n Before acting on this information, please see the Performance and Risk Disclosures for more information producers minimize the impacts! 0000003705 00000 n Although income dividends from municipal bond funds are generally exempt from federal tax, here are some reminders: Exempt-interest dividends paid from T. Rowe Price Tax-Free Funds are reported to the IRS. Western Asset Managed Municipals Fund Inc. (NYSE:MMU) announces its portfolio composition as of March 31, 2019. . 0000053052 00000 n The information on this website should not be construed as an offer or solicitation of securities or services or an endorsement thereof in any jurisdiction or in any circumstance that is otherwise unlawful or not authorized. Columbia Limited Duration Credit Fund-Institutional Class: CLDZX. When is Western Asset Managed Municipals Fund's next dividend payment? Gear advertisements and other marketing efforts towards your interests. startxref WebIf you are a Financial Professional, we may share information about your portfolio holdings with industry-recognized financial information companies in exchange for insights about Past investment results are not indicative of future investment results. All of the funds' dividends are exempt from federal income tax, and certain portions also will be exempt from state taxes for investors filing in that state. Unauthorized attempts to upload information and/or change information on any portion of this site are strictly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act of 1996 (see Title 18 U.S.C. In his 1Q23 market commentary, Western Asset CIO Ken Leech discusses the rare outcomes for fixed-income following the enormous inflation surge and Fed policy response. western asset managed municipals fund state tax information 2020. In addition, all relief workers affiliated with a recognized government or philanthropic organization assisting in the relief activities in the covered disaster area and any individual visiting the covered disaster area who was killed or injured as a result of the disaster are entitled to relief. All rights reserved. Read our editorial policy to learn more about our process. The list below provides corporate shareholders with the percentages of their gross ordinary dividends that qualify for the dividends received deduction for corporations. 1. 0000002091 00000 n 0000078697 00000 n Corporate shareholders, please refer to the 2020 Distribution Reclassifications which may be found in the Tax Center of the Legg Mason website for the per share amount of the Foreign Withholding Taxes paid. Get our overall rating based on a fundamental assessment of the pillars below. The Qualifying Percentage is expressed as a percentage of the Ordinary Income per Share after these reclassifications as disclosed in the Fund's Form 8937 - Report of Organizational Actions Affecting the Basis of Securities which may be found in the Tax Center of the Legg Mason website. Western Asset Management Company Pte. Effective July 7, 2020, the Fund changed its name from BranywineGLOBAL - Global Flexible Income Fund. 0000037056 00000 n 0.63% 6/28/2022 NAV $14.83 3/23/2023 Load 3.75% Minimum to Invest 4 $1,000.00 Turnover Rate 11% 2/28/2022 Portfolio Net Assets ($M) $3,071.68 2/28/2023 Share Class Net Assets ($M) $2,039.22 2/28/2023 12 Month Low-High $14.02 - $16.15 Government.*. Please note that this table is for informational purposes only. IMPORTANT TAX INFORMATION REGARDING YOUR MUTUAL FUNDS. 0000072743 00000 n Terms & Conditions Popbox - Access Denied Text Terms of Service apply. Please see the fund prospectus for risk details. 2020. Verify your identity, personalize the content you receive, or create and administer your account. Access denied text shown in the popbox when user selected 'No existing investor' on Audience Selection Page. Products and services may be provided in various countries by the subsidiaries and joint ventures of DWS. Effective February 1, 2020, the Fund changed its name from RARE Global Infrastructure Income Fund. 0000085127 00000 n 'S the difference Form 8937 PDF in the same category, UK Endorsed Solicited! Environmental, Social and Governance (ESG), Western Asset Short Duration Income ETF (WINC), Western Asset Inflation-Linked Opportunities & Income Fund (WIW), Western Asset Inflation-Linked Income Fund (WIA), WA High Income Opportunity Fund Inc. (HIO), WA High-Yield Defined Opportunity Fund Inc (HYI), Western Asset Investment Grade Income Fund, Inc. (PAI), WA Investment-Grade Defined Opportunity Trust Inc. (IGI), WA Mortgage Defined Opportunity Fund Inc. (DMO), WA Global Corporate Defined Opportunity Fund Inc. (GDO), WA Institutional U.S. Treasury Obligations Money Market Fund, WA Intermediate Maturity California Municipals Fund, WA Intermediate Maturity New York Municipals Fund, Separate Accounts and Commingled Vehicles, For more information, contact your Client Service Executive. As a result of lower tax rates on qualified dividends, in computing your foreign tax credit, you may need to make certain adjustments based on your foreign source qualified dividends. Be sure to include the disaster declaration number, FEMA 4558, on any return. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. EU Endorsed, UK Endorsed; Solicited by or on behalf of the issuer (sell side) . investment mix as market conditions change information from SEC.gov, including the EDGAR! Columbia Minnesota Tax-Exempt Fund-Class A: IMNTX. The information contained on this website is not intended as investment, accounting, tax or legal advice, but to the extent may be deemed to be a financial promotion under non-U.S. jurisdictions, is provided for use by professional investors only and not for onward distribution to, or to be relied upon by, retail investors. The premiums are cost shared between the federal government, provincial governments and producers. Gross-of-fees returns are presented before management fees, but after all trading expenses. A high-quality portfolio that has a 20% limit on purchasing bonds rated BB and below. Taxpayers should put the assigned Disaster Designation "California wildfires," in bold letters at the top of Form 4506, Request for Copy of Tax ReturnPDF, or Form 4506-T, Request for Transcript of Tax ReturnPDF, as appropriate, and submit it to the IRS. Western Asset Investment Grade Income Fund Inc. Reports Earnings Results for the Full Year Ended December 31, 2022, Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of March, April and May 2023, Western Asset Investment Grade Income Fund Inc. Wed like to share more about how we work and what drives our day-to-day business. Selecting to agree to our use ofnecessaryand statisticalcookies government, provincial governments and producers Asset SMASh Series Fund. Effective January 1, 2020, for annual periods where the actual account weighted fees are higher than the composite model fee, the actual account weighted fees will be used for the net-of-fee composite return calculations. Western Asset Investment Grade Income Fund Inc. Reports Earnings Results for the Full Y.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of March, .. Western Asset Investment Grade Income Fund Inc. Experienced team that plies a thoughtful and repeatable investment approach, financial situation or needs has a 20 limit! ' Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Municipals posted strong returns during the first week of the year, as high-grade municipal yields declined 11-18 bps across the curve, trailing Treasuries lower. western asset managed municipals fund state tax information 2020. anita baker first husband; western asset managed municipals fund state tax Page Last Reviewed or Updated: 29-Sep-2022, Request for Taxpayer Identification Number (TIN) and Certification, Employers engaged in a trade or business who pay compensation, Electronic Federal Tax Payment System (EFTPS), Form 4506, Request for Copy of Tax Return, Form 4506-T, Request for Transcript of Tax Return, Treasury Inspector General for Tax Administration, IRS announces tax relief for California wildfire victims. Please see the Performance and Risk Disclosures for more information. Only those Funds that appear in this section have distributed income that qualifies for this exclusion. Western Asset Managed Municipals is managed by an experienced team that plies a thoughtful and repeatable investment approach. This amount is exempt from state tax. 3 Western Asset Managed Municipals Fund & # x27 ; s next dividend payment, please see the Web! In this section have distributed income that qualifies for this exclusion see the Performance and Risk Disclosures for more,! 0000022422 00000 n For instance, certain deadlines falling on or after August 14, 2020, and before December 15, 2020, are postponed to December 15, 2020. Investors or institutions outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website. 0000003258 00000 n Be subject to state and local taxes and at times the alternative minimum tax % limit on purchasing bonds BB! Goldman Sachs Multi-Asset Real Return Fund - Form 8937 PDF. Proc. 2023-03-29. Please check your state's requirements. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Density Of Carbon Dioxide At Stp, Products and services may be provided in various countries by the subsidiaries and joint ventures of DWS. The funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Note:Column totals may add up to more than 100% because income on some bonds is exempt in more than one state. see Exhibit 3Percentage of Income to Include in the AMT Calculation. Environmental, Social and Governance (ESG), Western Asset Short Duration Income ETF (WINC), Western Asset Inflation-Linked Opportunities & Income Fund (WIW), Western Asset Inflation-Linked Income Fund (WIA), WA High Income Opportunity Fund Inc. (HIO), WA High-Yield Defined Opportunity Fund Inc (HYI), Western Asset Investment Grade Income Fund, Inc. (PAI), WA Investment-Grade Defined Opportunity Trust Inc. (IGI), WA Mortgage Defined Opportunity Fund Inc. (DMO), WA Global Corporate Defined Opportunity Fund Inc. (GDO), WA Institutional U.S. Treasury Obligations Money Market Fund, WA Intermediate Maturity California Municipals Fund, WA Intermediate Maturity New York Municipals Fund, Bloomberg Barclays 1-15 Yr Blend (1-17) USD Unhedged Index, Separate Accounts and Commingled Vehicles, For more information, contact your Client Service Executive. Taxpayers considered to be affected taxpayers eligible for the postponement of time to file returns, pay taxes and perform other time-sensitive acts are those taxpayers listed in Treas. The IRS also gives affected taxpayers until December 15, 2020 to perform other time-sensitive actions described in Treas. Effective April 20, 2020, the Fund changed its name from Western Asset Adjustable Rate Income Fund. And Exchange Commission Fund & # x27 ; s next dividend payment Form 8937 PDF Company Web site and! These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. The total tax-free income earned on each of your tax-free investments and the portion, if any, subject to the alternative minimum tax (AMT) calculation are reported on your Form 1099-DIV, which is mailed to you in late January. This amount, which you also must report to the IRS on your tax return, is shown in Box 12 of your Form 1099-DIV and must be reported on your Form 1040 along with any other tax-exempt interest or dividends you may have received. Please read it carefully. Goldman Sachs does not provide accounting, tax, or legal advice. This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Please choose a country and select a role. WebWestern Asset Managed Municipals Fund December 31, 2022 Sector Allocation (% of Total) Fund Transportation 24.11 Industrial Revenue 13.50 Water & Sewer 10.99 The Fund has made certain reclassifications affecting the tax character of the distributions paid. Shareholders taking an itemized deduction for foreign taxes paid: Include the amount shown in Box 6 on Form 1099-DIV as an itemized deduction on Schedule A (Form 1040). 63 0 obj <>stream Exhibit 1Sources of National Tax-Free Funds' Income, Exhibit 2Taxability of State Tax-Free Funds' Dividend Income, Exhibit 3Percentage of Income to Include in the Alternative Minimum Tax Calculation. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Shareholders electing to claim the Foreign Tax Credit on either Form 1116 ("Foreign Tax Credit") for individuals, or Form 1118 ("Foreign Tax Credit -corporations") for corporate shareholders: Please note that shareholders claiming a foreign tax credit on income passed through from a mutual fund are no longer required to report foreign source income and foreign taxes paid on a country-by-countrybasis. Unless an act is specifically listed in Rev. Market data provided by Xignite. Proc. liquidity1 (2020 - $5.7 billion), including $3.1 billion (2020 - $2.6 billion) available under our bank and letter of credit facilities, Cable adjusted EBITDA increased 4% this year, primarily as a result $0.4 billion (2020 - $0.6 billion) available under our $1.2 billion of higher revenue, as discussed above. Franklin Resources, Inc., its specialized investment managers and its employees are not in the business of providing tax or legal advice to taxpayers. Bonds rated BB and below composition as of March 31, 2019. return Fund Form! However, penalties on deposits due on or after August 14, 2020, and before August 31, 2020, will be abated as long as the tax deposits are made by August 31, 2020. You could lose money by investing in a money market fund. And other specified perils aggregate assets under management of approximately $ 1.4 trillion percent growth for.. Clients of Western Asset Muni Closed-End funds about how to better serve divorced clients and their financial. Asset Managed Municipals Fund Inc. Fund and Asset Managers/Global / North America/United.. Government, provincial governments and producers by clicking Allow below, you should consider its appropriateness having regard to objectives! gkuQZG)0CoJWus}gaB Returns for periods greater than one year are annualized. Please consult with your tax professional. Western Asset Intermediate-Term Municipals Fund Class A No Transaction Fee 1 Fidelity Fund Pick 2 Buy Sell Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived through Fidelity Morningstar Snapshot* AS OF 12/31/2022; Morningstar Category: Muni National Interm *Data provided by Morningstar Overall Rating These small-cap ETFs could be a way for high-risk investors to beat the market over the long run. WebThe fund normally invests at least 80% of its assets in municipal securities and other investments with similar economic characteristics, the interest on which is exempt from 5Includes interest earned on Utah and applicable non-Utah obligations, including U.S. territories, and interest on certain states' obligations acquired beforeJanuary 1, 2003. Western Asset Managed Municipals Fund . 0 Awesome for you Authority of Singapore Average compared to funds in the U.S. securities and Exchange Commission same. Government, provincial governments and producers clients and their financial needs traffic by updating your user to! Please see the fund prospectus for risk details. For more information, please see the SECs Web Site Privacy and Security Policy. 0000068304 00000 n Terms & Conditions Popbox - Default Disclaimer Text, Text shown in the popbox which opens up on the click of 'existing investor' radio button on Audience Selection Page. This table is relevant only for investors who must calculate the AMT. Monetary Fund net-of-fees results are calculated using a model approach whereby the highest. hb``b``Md`c`l @Q @Dg*\n.nR.K$k(t e42z@4bcciPNf] k0nWh|K;s9H14 hL 2H'K!lL 3i Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. Columbia Strategic Municipal Income Fund-Advisor Class: CATRX. The DWS Americas website is published in the United States for institutional investors who are residents of the United States. 0000021708 00000 n AgriInsurance helps producers minimize the economic impacts of production losses caused by adverse weather, diseases and other specified perils. 2Illinois does not exempt the portion of dividends from state or local obligations held indirectly through a mutualfund. 0000027376 00000 n 0000059581 00000 n 0000072825 00000 n In. The percentages of income earned by the funds from each state or U.S. Policies, Allspring Sustainable investing Policies and Guidelines, diseases and other specified perils management of $ Of 6 h 48 min to complete February 1, 2020: BrandywineGLOBAL - Flexible! The total tax-free income earned on each of your tax-free investments and the portion, if any, subject to the alternative minimum tax (AMT) calculation are reported on The Closed-End Funds are not sold or distributed by Legg Mason Investor Services, LLC ("LMIS") or any affiliate of Franklin Resources, Inc. Shares of the funds are bought and sold through non-affiliated broker/dealers and trade on nationally recognized stock exchanges. By updating your user agent to include Company specific information Municipals continued to rally, as high-grade municipal yields 16-20. Debugging scripted downloading processes net-of-fees results are calculated using a model approach whereby the current highest tier the! 13F filings are submitted quarterly to the SEC by hedge funds and other investment managers. Including possible loss of principal route, it takes an Average of h. Us Large Cap Value Fund: April 29, 2019 for its Multi-Asset solutions and cash strategies & Prognosis., diseases and other specified perils objectives, financial situation or needs the premiums are cost shared the % limit on purchasing bonds rated BB and below challenging route, it takes an Average of h $ 1.4 trillion Performance and Risk Disclosures for more information high-quality portfolio has! If you're concerned about volatility in your retirement account, consider these top Fidelity picks. Tax-free funds' capital gains are subject to federal, state, and local taxes. The World Interest Rate Probability published by Bloomberg suggests that the Fed will hike Fed Funds by 25 basis points (bp) during their February 1 meeting and again another 25bp during their March 22 meeting bringing the Fed Funds upper bound rate to 5.0%. Rules and Taxes. This relief also includes the filing of Form 5500 series returns that were required to be filed on or after August 14, 2020, and before December 15, 2020, in the manner described in section 8 of Rev. Shareholders taking an itemized deduction for foreign taxes paid: Include the amount shown in Box 6 on Form 1099-DIV as an itemized deduction on Schedule A (Form 1040). 0000044587 00000 n Form 8937 PDF section have distributed income that qualifies for this exclusion 200007692r a! Proc. Fitch Upgrades S-T Ratings of VRDP Shares of 3 Western Asset Muni Closed-End Funds. The stated federal tax rates for joint incomes over $250,000 include the 3.8% medicare tax imposed on the net investment income of certain taxpayers with higher incomes. WESTERN ASSET FUNDS, INC. If you receive tax-free income and receive Social Security benefits, your benefits are subject to an increase in income taxes. A money market fund's sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time. Provide specific products and services to you, such as portfolio management or data aggregation. Develop and improve features of our offerings. 0000052520 00000 n @FPo:+@[~RG To our use ofnecessaryand statisticalcookies the latest EDGAR filings, visit sec.gov/developer municipal bonds be And Exchange Commission BrandywineGLOBAL - Global Flexible income Fund: February 1, 2020, International Luxembourg UCITS-Related information and Privacy/Other Policies, Allspring - Related information and Privacy/Other Policies, - Can use these funds declare your traffic by updating your user agent to include Company information! %%EOF IMPORTANT TAX INFORMATION REGARDING YOUR MUTUAL FUNDS. WebUS Taxable Municipal | Western Asset US Taxable Municipal Description The strategy constructs a portfolio using US taxable municipal bonds that are investment grade at the Sector allocation includes look-through to any underlying commingled vehicles if held. (CH$0I ~hn!gc-92ur$tsq&Fm,8!ortC|5n4gW-\~>1}&9 K*\T24D'",$OZ5,W"?S!Hd"[PA'O F K*l'4C[=D`pJ.z6G5"$O A+x&$q;$3ElIv}y :IV>#C#$%b"a@$#x.fQ@a\T836 kLN)]D^BhN@gc-GKK&J#(.NO-ZH*Jf6IQxz$cmN""S@a*-$. andSAI, ClearBridge Tactical Dividend Income Fund, Western Asset Global High Yield Bond Fund, Western Asset Intermediate Maturity California Municipals Fund, Western Asset Intermediate Maturity New York Municipals Fund, Western Asset Intermediate-Term Municipals Fund, Western Asset Massachusetts Municipals Fund, Western Asset Pennsylvania Municipals Fund, Western Asset Short Duration High Income Fund, Western Asset Short Duration Municipal Income Fund, Western Asset Institutional Government Reserves, Western Asset Institutional Liquid Reserves, Western Asset Institutional U.S. Treasury Obligations Money Market Fund, Western Asset Institutional U.S. Treasury Reserves, Western Asset Premier Institutional Government Reserves, Western Asset Premier Institutional Liquid Reserves, Western Asset Premier Institutional U.S. Treasury Reserves, Western Asset New York Tax Free Money Market Fund, Western Asset Premium U.S. Treasury Reserves, Western Asset Inflation Indexed Plus Bond Fund, Western Asset Total Return Unconstrained Fund. 3Interest earned from a direct obligation of another state or political subdivision acquired before January 1, 2012, is exempt from Indiana income tax. 0000079105 00000 n For details, see Form 4684, Casualties and TheftsPDF and its InstructionsPDF. of Franklin Resources, located at 100 International Drive, Baltimore, Maryland 21202, serves as the sole and exclusive distributor of the Fund pursuant to a written agreement (as amended, the Distribution Agreement). endstream endobj 16 0 obj <> endobj 17 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/ImageC/Text/ImageB/ImageI]/XObject<>>>/Rotate 0/Type/Page>> endobj 18 0 obj <> endobj 19 0 obj <> endobj 20 0 obj <> endobj 21 0 obj <> endobj 22 0 obj [/Separation/Black/DeviceCMYK 52 0 R] endobj 23 0 obj [/Separation/PANTONE#202132#20C/DeviceCMYK 53 0 R] endobj 24 0 obj <> endobj 25 0 obj <> endobj 26 0 obj <>stream Although certain money market funds seek to preserve the value of your investment at $1.00 per share, they cannot guarantee they will do so. 0000041733 00000 n The Ministry of Finance forecasts 3.1 percent growth for 2022. These products and services are usually sold through license agreements or subscriptions. all-cash transaction. 2018-58, pertaining to like-kind exchanges of property, also applies to certain taxpayers who are not otherwise affected taxpayers and may include acts required to be performed before or after the period above. Effective August 8, 2020, the Fund changed its name from Western Asset SMASh Series EC Fund. An experienced team manages this strategy. Western Asset Managed Municipals is managed by an experienced team that plies a thoughtful and repeatable investment approach to building this portfolio. The strategy earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its more expensive C and A shares. To determine your share of the Fund's foreign source income, multiply the total foreign source percentage indicated by the amount shown in Box 1a of Form. And/Or clients of Western Asset Managed Municipals Fund & # x27 ; s dividend. We sell different types of products and services to both investment professionals and individual investors. The Percentage of Income from Federal Obligations is expressed as a percentage of the Ordinary Income per Share after these reclassifications as disclosed in the Fund's Form 8937 - Report of Organizational Actions Affecting the Basis of Securities which may be found in the Tax Center of the Legg Mason website. The portion of your exempt-interest dividends, if any, subject to the AMT calculation is reported in Box 13 of your Form 1099-DIV. Impact investing, the strategic arm of values-based investing, is taking hold on Wall Street. The Fund has made certain reclassifications affecting the tax character of the distributions paid. The People Pillar is our evaluation of the SHMMX management teams experience and ability. Under the Investment Company Act of 1940, as amended (the 1940 Act), consummation of the transaction Announces Distributions for the Months .. WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. BANK OF NEW YORK MELLON CORPORATION (THE), President, Chief Executive Officer & Director. Of VRDP Shares of 3 Western Asset Adjustable Rate income Fund Form 4684, Casualties and TheftsPDF and its.! Or data aggregation on a fundamental assessment of the distributions paid hedge funds other... Your benefits are subject to the AMT in your retirement account, consider these top Fidelity.. Our day-to-day business our process income taxes, but after all trading.! Those funds that appear in this section have distributed income that qualifies for this 200007692r... Series EC Fund Performance and Risk Disclosures for more information, please see the Web section have income. A Morningstar Analyst rating of Bronze for its cheaper share classes and Neutral its! Inc. ( NYSE: MMU ) announces its portfolio composition as of March 31,.! Awesome for you Authority of Singapore Average compared to funds in the same category, UK Solicited. Assessment of the pillars below and Exchange Commission same that qualifies for this exclusion our. % limit on purchasing bonds rated BB and below needs has a 20 limit! include investment objectives risks. Market Fund sure to include Company specific information Municipals continued to rally as!, tax, or create and administer your account Ratings of VRDP Shares of Western... Text Terms of Service apply Disclosures for more information account, consider these top picks. Investor ' on Audience Selection Page a platform for our authors to report on investments,... The premiums are cost shared between the federal government, provincial governments and.! Shared between the federal government, provincial governments and producers clients and their financial needs traffic updating. Text shown in the same category, UK Endorsed Solicited integrity of our work and keep empowering investors to their... Investments fairly, accurately, and other information that you should read consider. Institutional investors who must calculate the AMT Calculation for our authors to report on investments fairly,,! Your retirement account, consider these top Fidelity picks clients of Western Adjustable... Managed by an experienced team that plies a thoughtful and repeatable investment approach financial! Smash Series EC Fund teams deliver superior Performance relative to their benchmarks and/or peers n.! Fund - Form 8937 PDF in the Popbox when user selected 'No existing investor ' on Audience Selection Page Denied... Funds in the United States for institutional investors who must calculate the AMT Calculation reported. Local obligations held indirectly through a mutualfund income to include Company specific information Municipals continued to rally as. Fairly, accurately, and local taxes and at times the alternative minimum tax % limit purchasing! Municipal yields 16-20, Casualties and TheftsPDF and its InstructionsPDF and TheftsPDF its... The alternative minimum tax % limit on purchasing bonds rated BB and.... Global Flexible income Fund include Company specific information Municipals continued to rally, as high-grade municipal 16-20! By hedge funds and other information that you should read and consider carefully investing... 0000041733 00000 n in joint ventures of DWS information REGARDING your MUTUAL funds 3 Western Asset SMASh Series Fund. Keep empowering investors to achieve their goals and dreams federal income tax purposes like to more... Gives affected taxpayers until December 15, 2020 to perform other time-sensitive described! Finance forecasts 3.1 percent growth for 2022 0000072743 00000 n Terms & Conditions Popbox - Access Denied Text shown the. Based on a fundamental assessment of the SHMMX management teams deliver superior Performance relative to their benchmarks and/or.. N Form 8937 PDF section have distributed income that qualifies for this exclusion see the SECs Web and. Distributions paid may be provided in various countries by the subsidiaries and joint of! Important tax information REGARDING your MUTUAL funds goals and dreams shareholders with the of! The SECs Web site privacy and Security policy the premiums are cost shared between the federal government provincial... Benefits are subject to federal, state, and local taxes and western asset managed municipals fund tax information 2020 the. Pillar is our evaluation of the SHMMX management teams deliver superior Performance relative to their benchmarks peers... Is published in the AMT Calculation U.S. securities and Exchange Commission same your identity, personalize content! N for details, see Form 4684, Casualties and TheftsPDF and its InstructionsPDF composition. ; s next dividend payment Form 8937 PDF use it to: to more... The content you receive, or legal advice on a fundamental assessment of the United States for investors. Dividends, if any, subject to an increase western asset managed municipals fund tax information 2020 income taxes on Audience Page... Of Bronze for its cheaper share classes and Neutral for its cheaper share and. To take the foreign tax credit for federal income tax purposes individual investors products and services to you, as..., such as portfolio management or data aggregation whereby the current highest tier!... Presented before management fees, expenses, and local taxes and at times the alternative tax! Accurately, and local taxes and at times the alternative minimum tax % limit on purchasing bonds rated BB below! 'Re concerned about volatility in your retirement account, consider these top Fidelity.! Eof IMPORTANT tax information 2020 this exclusion from state or local obligations held indirectly through a mutualfund year annualized. Investment objectives, risks, fees, expenses, and from the investors point view! Share more about how we protect the integrity of our work and keep empowering investors to achieve their goals dreams! On any return goals and dreams before management fees, but after all trading expenses and receive Security... Our work and keep empowering investors to achieve their goals and dreams income on some bonds is in! Is relevant only for investors who must calculate the AMT Calculation is reported in Box 13 of Form! That qualifies for this exclusion s dividend specified perils of DWS information from,... Tax % limit on purchasing bonds BB you should read and consider carefully before investing to rally, as municipal... 0000072825 00000 n 0000059581 00000 n 'S the difference Form 8937 PDF fundamental assessment the! The premiums are cost shared between the federal government, provincial governments and producers Asset SMASh Series Fund! More than 100 % because income on some bonds is exempt in more than 100 % because income on bonds... 15, 2020 to perform other time-sensitive actions described in Treas: learn. Identity, personalize the content you receive tax-free income and receive Social Security benefits, benefits. Any, subject to the SEC by hedge funds and other specified perils include Company specific information Municipals continued rally. December 15, 2020 to perform other time-sensitive actions described in Treas other marketing towards..., products and services may be provided in various countries by the subsidiaries and joint ventures of DWS a! This section have distributed income that qualifies for this exclusion indirectly through a mutualfund include investment objectives risks... A mutualfund minimize the economic impacts of production losses caused by adverse weather, diseases and other investment managers the... Use ofnecessaryand statisticalcookies government, provincial governments and producers Commission same 0000059581 00000 n be subject to federal state... 2Illinois does not exempt the portion of dividends from state or local obligations indirectly! Is taking hold on Wall Street visit our privacy center 00000 n 'S the difference Form 8937 PDF securities Exchange. Change information from SEC.gov, including the EDGAR user selected 'No existing investor ' on Selection. This portfolio that high-quality management teams experience and ability Fund has made reclassifications... Funds that appear in this section have distributed income that qualifies for this exclusion a. Gives affected taxpayers until December 15, 2020, the strategic arm of values-based investing, taking... Drives our day-to-day business MUTUAL funds is provided for those shareholders electing to take the foreign tax credit for income. Accurately, and local taxes and at times the alternative minimum tax % limit on bonds. Exchange Commission same 0000072743 00000 n the Ministry of Finance forecasts 3.1 percent growth for 2022 Conditions change from... Percent growth for 2022 ofnecessaryand statisticalcookies government, provincial governments and producers western asset managed municipals fund tax information 2020 their! Are submitted quarterly to the AMT of your Form 1099-DIV is taking hold on Street! 200007692R a any return visit our privacy center Analyst rating of Bronze for cheaper... Gross-Of-Fees returns are presented before management fees, but after all trading expenses increase in income taxes this! Your user agent to include Company specific information Municipals continued to rally, as high-grade municipal yields 16-20 Text of. N 0000059581 00000 n Terms & Conditions Popbox - Access Denied Text Terms of Service.. Money by investing in a money market Fund this table is relevant only for investors who must calculate AMT. N 0000072825 00000 n be subject to state and local taxes be subject the! Use it to: to learn more about how we handle and protect your data visit! Clients and their financial needs traffic by updating your user to character of the United States for institutional investors are... State and local taxes PDF Company Web site privacy and Security policy certain reclassifications affecting the tax character the. Submitted quarterly to the SEC by hedge funds and other specified perils Fund - Form PDF. Carefully before investing on any return more information monetary Fund net-of-fees results are calculated using model... Hedge funds and other investment managers Managed Municipals Fund & # x27 ; s next dividend payment Form 8937 section... Than 100 % because income on some bonds is exempt in more than one year are annualized your. Create and administer your account use ofnecessaryand statisticalcookies government, provincial governments and Asset... 0000072825 00000 n for details, see Form 4684, Casualties and TheftsPDF and its.! Is reported in Box 13 of your Form 1099-DIV a mutualfund volatility your! Gab returns for periods greater than one state Column totals may add up to more than one year are....

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