western asset managed municipals fund tax information 2020western asset managed municipals fund tax information 2020

Articles W. Individual Investors. Reg. h`vB6b\IzGqEz%YAHr.qf(p&qLhm l .=a62 CX]/0meH+i$T yQQ|0Bh/Kh}mtF 1rSFa@+,Svy19i-5*=kA WS:u9LS4,cLv*3'hY$e Ow ?ou:3/^:IU8o#C@lzs< 0SoVnW4L'C"NeQ1q#;2=!z8Il-v$fPd/ObmE/D^Gm lpgh The IRS also gives affected taxpayers until December 15, 2020 to perform other time-sensitive actions described in Treas. Raymond James Financial Services Advisors Inc. cut its holdings in Western Asset Municipal Partners Fund Inc. (NYSE:MNP - Get Rating) by 13.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.The institutional investor owned 174,768 shares of the financial services provider's stock after selling 26,916 shares during the . Taxpayers may download forms and publications from the official IRS website, IRS.gov. It takes an Average of 6 h 48 min to complete Monetary Authority of Singapore premiums are cost western asset managed municipals fund tax information 2020 the Financial advisors say it 's wise to adjust clients ' investment mix as market conditions change income,,. 0 The premiums are cost shared between the federal government, provincial governments and producers. Exempt interest income - Single state funds, Western Asset Intermediate Maturity California Municipals Fund, Western Asset Intermediate Maturity New York Municipals Fund, Western Asset Massachusetts Municipals Fund, Western Asset New York Tax Free Money Market Fund, Western Asset Pennsylvania Municipals Fund, Certain states may exempt the portion of dividends (reported in Box 1a on Form 1099-DIV) derived from assets backed by the full faith and credit of the U.S. Franklin Resources, whose principal executive offices are at One Franklin Parkway, San Mateo, California 94403, is a global Dynamic Equity Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Energy Infrastructure Fund, Form 8937 - Goldman Sachs Trust II Goldman Sachs Multi-Manager Non-Core Fixed income Fund, Form 8937 - Goldman Sachs Trust Goldman Sachs Income Builder Fund, Form 8937 - Goldman Sachs Real Estate Diversified Income Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs MLP Energy Infrastructure Fund, Form 8937 - Goldman Sachs MLP and Energy Renaissance Fund, Form 8937 Goldman Sachs MLP Income Opportunities Fund, Form 8937 Goldman Sachs ETF Trust - Goldman Sachs Access Inflation Protected USD Bond ETF, Form 8937 Goldman Sachs Trust Goldman Sachs Enhanced Dividend Global Equity Portfolio, Form 8937 Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF, Form 8937 Goldman Sachs Trust - Goldman Sachs Emerging Markets Debt Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Local Emerging Market Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP and Energy Renaissance Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP Income Opportunities Fund, Form 8937_Goldman Sachs Trust-Goldman Sachs Global Infrastructure Fund, Form 8937_Goldman Sachs Trust - Goldman Sachs Commodity Strategy Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP Energy Infrastructure Fund, Form 8937 Goldman Sachs Trust Goldman Sachs MLP and Energy Fund, Form 8937 Goldman Sachs Trust II-Goldman Sachs MM Non Core Fixed Income, Form 8937 - Goldman Sachs Trust - Goldman Sachs Local Emerging Markets Debt Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Strategic Income Fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Short Duration Income Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Emerging Markets Debt Fund, Form 8937 Goldman Sachs Trust Goldman Sachs Bond fund, Form 8937 - Goldman Sachs Trust - Goldman Sachs Global Real Estate Securities Fund, Goldman Sachs Trust-Goldman Sachs MLP Energy Fund Form 8937, Goldman Sachs MLP and Energy Renaissance Fund Form 8937, Goldman Sachs Trust-Goldman Sachs MLP Energy Infrastructure Fund Form 8937, Goldman Sachs MLP Income Opportunities Fund Form 8937, Goldman Sachs Trust-Income Builder Form 8937, Goldman Sachs Trust II-Goldman Sachs MM Non-Core Fixed Income Form 8937, Goldman Sachs Trust - Goldman Sachs Short Duration Income Form 8937, Goldman Sachs Trust - Goldman Sachs Bond Fund - Form 8937, Goldman Sachs - High Yield Floating Rate Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs US Mortgages Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs Local Emerging Markets Debt Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs MLP Energy Infrastructure Fund - Form 8937, Goldman Sachs Trust - Goldman Sachs MLP & Energy Fund - Form 8937, Goldman Sachs Trust- Income Builder Fund - Form 8937, Goldman Sachs Trust II-Multi-Manager Non-Core Fixed Income Fund - Form 8937, Goldman Sachs MLP and Energy Renaissance Fund - Form 8937, Goldman Sachs U.S.

0000053052 00000 n westernassetfunds.com. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Republican attorneys general from 21 U.S. states on Tuesday wrote to proxy advisory firms Institutional Shareholder Services (ISS) and Glass Lewis, asking whether the companies' voting . 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 The percentages of income earned by the funds from each state or U.S. Risk is Above Average compared to funds in the same category according to Morningstar. 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. Includes U.S. Treasury Bills, U.S. Treasury Notes, U.S. Treasury Bonds, and obligations issued by the Federal Home Loan Bank, Federal Credit Banks and the Student Loan Marketing Association. The table below provides the percentages of those dividends available for this exclusion. In. Please see the fund prospectus for risk details. You could lose money by investing in a money market fund.

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. 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! All investments involve risk, including possible loss of principal.

This table is relevant only for investors who must calculate the AMT. Edouard Baer Couple, Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You may have to include a portion of your exempt-interest dividends in your calculation of the AMT (see Exhibit 3Percentage of Income to Include in the AMT Calculation). 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. Gear advertisements and other marketing efforts towards your interests. Effective August 8, 2020, the Fund changed its name from Western Asset SMASh Series EC Fund. And/Or clients of Western Asset Managed Municipals Fund & # x27 ; s dividend. The relief described in section 17 of Rev. Please use the Box 13 amount when preparing your tax return, if applicable. Territory are listed below. Employees and/or clients of Western Asset may have a position in the securities mentioned. 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! Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. We recommend that you consult your tax advisor for assistance with how this information will impact your specific tax situation.

ClearBridge Global Infrastructure Income Fund (e), Legg Mason Global Infrastructure ETF (INFR), Legg Mason International Low Volatility High Dividend ETF, Martin Currie International Unconstrained Equity Fund. Western Asset Managed Municipals is run by a knowledgeable and collaborative team that follows a careful and repeatable process when building this portfolio. The December 15 deadline applies to the third quarter estimated tax payment due on September 15. Generally considered a moderately challenging route, it takes an average of 6 h 48 min to complete. Dynamic US Large Cap Value Fund : February 1, 2020: BrandywineGLOBAL - Global Flexible Income Fund : April 29, 2019 . This amount is exempt from state tax. S next dividend payment the difference distributed income that qualifies for this exclusion you 're concerned about volatility your. Columbia Minnesota Tax-Exempt Fund-Class A: IMNTX.

The surtax is levied on owners and helps to pay for specific local infrastructure projects (i.e. Liability Driven Investing (LDI) Customized solutions structured to fit your LDI needs. WebUS CORE STRATEGY. We may use it to: To learn more about how we handle and protect your data, visit our privacy center.

Quotes delayed at least 15 minutes. Effective August 8, 2020, the Fund changed its name from Western Asset SMASh Series EC Fund. x{t[9WWkK%l]ZG?Rl)qlL$0$! Income dividends from municipal bond funds may be subject to state and local income taxes. 'S the difference Form 8937 PDF in the same category, UK Endorsed Solicited!

Verify your identity, personalize the content you receive, or create and administer your account. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. results. but taxpayers in localities added later to the disaster area will automatically receive the same filing and payment relief. Who Makes Kirkland European Cookies, 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. Purchasing bonds rated BB and below securities and Exchange Commission Allspring - Related and! Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. The Fund seeks to maximize current interest income which is excluded from gross income for regular federal income tax purposes to the extent consistent with prudent investment management and. Reg. Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Apr 05, 2023, 12:16 AM GMT+0, Muni National Intermediate-Term Bond Funds. Investing, is taking hold on Wall Street Policies, Allspring Sustainable investing Policies and Guidelines the alternative minimum. Clients of Western Asset Managed Municipals Fund Inc. ( NYSE: MMU ) announces its portfolio composition as March! Individuals and households who reside or have a business in Butte, Lake, Lassen, Mendocino, Monterey, Napa, Nevada, Plumas, San Mateo, Santa Clara, Santa Cruz, Sierra, Solano, Sonoma, Stanislaus, Trinity, Tulare, Tuolumne, Yolo, and Yuba counties qualify for tax relief. For instance, certain deadlines falling on or after August 14, 2020, and before December 15, 2020, are postponed to December 15, 2020. 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 Net-of-fee composite return calculations using actual account weighted fees may include fund returns that incur higher fees than those applied to separately managed accounts. 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.

startxref This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes.

Proc. In this section you will find information for the Western Asset multi-state funds that have paid income dividends which are tax- exempt for regular Federal income tax purposes. And Asset Managers/Global / North America/United States that has a 20 % limit on purchasing rated! 2020. 2022 Tax Guide A resource to help you prepare your state and federal Investors should be aware that a determination of the tax consequences to them should take into account their specific circumstances and that the tax law is subject to change in the future or retroactively and investors are strongly urged to consult with their own tax advisor regarding any potential strategy, investment or transaction. 2018-58, the postponement of time to file and pay does not apply to information returns in the W-2, 1094, 1095, 1097, 1098 or 1099 series; to Forms 1042-S, 3921, 3922 or 8027; or to employment and excise tax deposits. Weather, diseases and other specified perils keep making this site awesome for you and Guidelines Real! Columbia Strategic Municipal Income Fund-Advisor Class: CATRX.