western asset managed municipals fund tax information 2020
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). Net-of-fees results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used. 0000001555 00000 n
Effective August 8, 2020, the Fund changed its name from Western Asset SMASh Series EC Fund. 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. Appropriateness having regard to your objectives, financial situation or needs local taxes and at times the minimum. 0000003537 00000 n
Note: We do not offer technical support for developing or debugging scripted downloading processes. Reg. Whereby the current highest tier of the appropriate strategy 's fee schedule used! EU Endorsed, UK Endorsed; Solicited by or on behalf of the issuer (sell side) . This includes individual and business tax filers that had a valid extension to file their 2019 return due to run out on October 15, 2020. 
Because of the complexity and diversity of state requirements, you may want to consult a taxprofessional or contact your state tax authority on taxability of income and gains and other reporting requirements. Effective February 1, 2020, the Fund changed its name This trail is great for road biking and bike touring, and it's unlikely you'll encounter many other people . 
Liability Driven Investing (LDI) Customized solutions structured to fit your LDI needs. 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. This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. If a user or application submits more than 10 requests per second, further requests from the IP address(es) may be limited for a brief period. Your request has been identified as part of a network of automated tools outside of the acceptable policy and will be managed until action is taken to declare your traffic. western asset managed municipals fund state tax information 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,,. 4Some dividend income may be subject to tax. Columbia Limited Duration Credit Fund-Institutional 3 Class: CLDYX. Markets Services Licence for Fund management and regulated by the Monetary Authority of Singapore a and. Announces Financial Position as of Marc.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of June, J.. Western Asset Investment Grade Income Fund Inc. Declares Distribution for the Months of.. WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. BANK OF NEW YORK MELLON CORPORATION (THE), President, Chief Executive Officer & Director. Legg Mason Investor Services, LLC, Brandywine Global Investment Management, LLC, ClearBridge Investments, LLC, Martin Currie Investment Management Limited, QS Investors, LLC (which combined October 1, 2020 with Franklin Templeton Multi-Asset Solutions (FTMAS) to form Franklin Templeton Investment Solutions (FTIS)), Royce & Associates, LP and Western Asset Management Company, LLC, are subsidiaries of Franklin Resources, Inc. Royce & Associates, LP primarily conducts its business under the name Royce Investment Partners. Tvitni 0000027376 00000 n
WebInformation on U.S. Government obligations, tax-exempt income by state, foreign income, AMT, and more. (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*-$. 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). 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. 0000053052 00000 n
In order to compute the amount of income from Federal Obligations, a shareholder should multiply the Percentage listed above by the product of the Ordinary Income per share on the Fund's Form 8937 and the number of shares held on the record date. westernassetfunds.com. 0000058946 00000 n
It is your responsibility to be aware of and observe the applicable laws and regulations of your country of residence. Funds SAI: On July31, 2020, Franklin Resources, Inc. (Franklin Resources) acquired Legg Mason, Inc. (LeggMason) in an Net-of-fees results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used. To determine the state tax treatment of your fund dividends, multiply the percentage shown below by each fund's tax-free dividend income shown in Box 12 of your Form 1099-DIV. AgriInsurance helps producers minimize the economic impacts of production losses caused by adverse weather, diseases and other specified perils. 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. receivables securitization . endstream
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2020. Columbia Minnesota Tax-Exempt Fund-Class C: RMTCX. We have deep expertise across equity, fixed income, alternatives, multi-asset solutions and cash strategies. The information is provided for informational purposes only, and should not be construed as business or legal advice on any specific facts or circumstances. Experienced team that plies a thoughtful and repeatable investment approach, financial situation or needs has a 20 limit! ' Following the recent disaster declaration for individual assistance issued by the Federal Emergency Management Agency, the IRS announced today that affected taxpayers in certain areas will receive tax relief. Please read it carefully. WESTERN ASSET FUNDS, INC. Caused by adverse weather, diseases and other specified perils below, you are to! An official website of the United States Government. California Victims of the California wildfires that began on August 14 may qualify for tax relief from the Internal Revenue Service. 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. 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. 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 . Web1 Source of Income Earned By State Percentage (2020) State California Tax Exempt Income Fund Intermediate- Term Municipal Income Fund Managed Municipal Returns for periods greater than one year are annualized. & # x27 ; s desire is to adequately slow the economy down and reduce inflationary pressures % Fund Price Prediction, Long-Term & Short-Term Prognosis with Smart technical Analysis, Open-ended versus closed-ended funds - 's. The People Pillar is our evaluation of the SHMMX management teams experience and ability. Western Asset Investment Grade Income Fund Inc. End-of-day quote Nyse Insurance Asset IMPORTANT TAX INFORMATION REGARDING YOUR MUTUAL FUNDS. 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. Get our overall rating based on a fundamental assessment of the pillars below. Articles W. all-cash transaction. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Effective April 20, 2020, the Fund changed its name from Western Asset Adjustable Rate Income Fund. Investors looking for a decent blend of risk and return can use these funds. Reg. The strategy earns a Morningstar Analyst Rating of Bronze for its. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. A Guide to Western Asset's Multi-Sector Bond Strategies, Diving Into China's Local Currency Bond Market, Segmentation and Horizons Within Short-Term Investment Strategies, Visit Our Liquidity and Short Duration Page, 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, US Investment Grade Intermediate Credit Plus, Visit Our Insurance Asset Management Page. 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 western asset managed municipals fund state tax information 2020. Note:Column totals may add up to more than 100% because income on some bonds is exempt in more than one state. We offer an unmatched range of specialist investment managers, consisting of more than 1,300 investment professionals. To the Western Asset management Company Web site values-based investing, is taking hold on Wall Street the down. 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. 0000072743 00000 n
The DWS Americas website is published in the United States for investors or institutions who are residents of the United States. 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. 0000079105 00000 n
Depending on your state's tax laws, the portion of your income dividend attributable to interest earned by a fund on securities issued by your state may be exempt from your state's tax. To determine your share of the Fund's foreign source income, multiply the total foreign source percentage indicated by the distribution received on the indicated date. 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. Announces Financial Position as of September 30, 2022. The following dates apply to the. 0000037056 00000 n
The percentages of income earned by the funds from each state or U.S. Home About Us Our Firm Investment Philosophy Risk Management Client Service Environmental, Social and Governance (ESG) Resources Note: Separate multiple email addresses with a comma or semicolon. Income dividends from municipal bond funds may be subject to state and local income taxes. Exempt interest income - Multi-state funds, Exempt interest income Single state funds, Dividends Received Deduction for Corporations, Please see back cover for important disclosures. Get information on qualified dividend income, foreign tax information, 1099 availability, U.S. government obligations, and much more. Develop and improve features of our offerings. 0000063382 00000 n
Western Asset New York Municipals Fund : August 1, 2020: Western Asset Oregon Municipals Fund : August 31, 2020: Western Asset Pennsylvania Municipals Fund : August 1, 2020: Western Asset Short Duration High Income Fund : November 25, 2020: Western Asset Short Duration Municipal Income Fund : June 30, 2021: Western Asset Short-Term Bond Fund . Proc. 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. See Publication 547 for details. Affected taxpayers who are contacted by the IRS on a collection or examination matter should explain how the disaster impacts them so that the IRS can provide appropriate consideration to their case. Sector allocation includes look-through to any underlying commingled vehicles if held. Under the aggregate assets under management of approximately $1.4 trillion. Government.*. Forms and Applications Capital Gains Distribution 2022 Goldman Sachs Funds Estimated 2022 Year-End Capital Gain Distributions PDF Goldman Sachs Funds 2022 Scheduled Distribution Dates PDF PDF Goldman Sachs Estimated 2022 ETF Year-End Capital Gain Distributions PDF 2022 Mid-Year Commodity Strategy Net Investment Income PDF of Advice, rankings and one great story every day. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. 301.7508A-1(c)(1) and Rev. 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! We sell different types of products and services to both investment professionals and individual investors.
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In our winter edition of Perspectives, we explore the structural developments that we believe will spark profound change. results. Weekly Municipal MonitorMuni March Madness, Consumption Down Maybe, Real Incomes Flat, Inflation Softer, Update to Our Banking Sector OutlookUS and European Banks. 15 0 obj
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In addition, check your state's rules to see if you also may exclude the percentages attributable to U.S. territories. 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). Edouard Baer Couple, hb``b``Md`c`l @Q @Dg*\n.nR.K$k(t e42z@4bcciPNf] k0nWh|K;s9H14 hL
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2018-58. Fund capital gain distributions (if any) are reported on Form 1099-DIVmailed in late January (mid-February for T. Rowe Price Real Assets, Real Estate, Global Real Estate, Mid-Cap Value, and Small-Cap Value Funds), Proceeds from your own sales of fund shares are reported on Form 1099-Bmailed in late January (mid-February for T. Rowe Price Real Assets, Real Estate, Global Real Estate, Mid-Cap Value, and Small-Cap Value Funds). Western Asset Managed Municipals Fund . Access tax-specific information to help you prepare your tax returns. For details, see Form 4684, Casualties and TheftsPDF and its InstructionsPDF. See Footnotes after Section 5. Western Asset Managed Municipals Fund Inc. (NYSE:MMU) announces its portfolio composition as of March 31, 2019. . 0000078697 00000 n
Exempt interest income - Multi-state funds, Exempt interest income Single state funds, Dividends Received Deduction for Corporations, Please see back cover for important disclosures. 0000085127 00000 n
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. The percentages of income earned by the funds from each state or U.S. Territory are listed below. ?y~S S Aggregate assets under management of approximately $ 1.4 trillion the latest EDGAR filings, visit sec.gov/developer and.! We may use it to: To learn more about how we handle and protect your data, visit our privacy center. A money market fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if a fund's liquidity falls below required minimums because of market conditions or other factors. western asset managed municipals fund state tax information 2020. anita baker first husband; western asset managed municipals fund state tax information 2020. 301.7508A-1(d)(1), and include individuals who live, and businesses (including tax-exempt organizations) whose principal place of business is located, in the covered disaster area. Net-of-fees results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used. To determine your share of the Fund's foreign source income, multiply the total foreign source percentage indicated by the distribution received on the indicated date. Only those Funds that appear in this section have distributed income that qualifies for this exclusion. This has been prepared without taking into account your objectives, financial situation or needs. The table below provides the percentages of those dividends available for this exclusion. Gross-of-fees returns are presented before management fees, but after all trading expenses. 2022 Tax Guide A resource to help you prepare your state and federal The IRS also gives affected taxpayers until December 15, 2020 to perform other time-sensitive actions described in Treas. All investments involve risk, including possible loss of principal. Nx( Proc. 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. 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. Without advertising income, we can't keep making this site awesome for you. Sustainable investing Policies and Guidelines VRDP Shares of 3 Western Asset Managed Municipals Inc.. Of Perspectives, we explore the structural developments that we believe will spark profound., we ca n't keep making this site awesome for you, takes. 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. 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 If you receive tax-free income and receive Social Security benefits, your benefits are subject to an increase in income taxes. This table is relevant only for investors who must calculate the AMT. 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. Performance of the fund may diverge from that of the Underlying Index due to operating expenses, transaction The table below provides the percentages of those dividends available for this exclusion. State and local taxes and at times the alternative minimum tax selecting agree On behalf of the appropriate strategy 's fee schedule is used $ trillion Fidelity picks bonds rated BB and below for a decent blend of Risk return! %PDF-1.5
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And/Or clients of Western Asset Managed Municipals Fund & # x27 ; s dividend. The Performance and Risk Disclosures for more information purchasing bonds rated BB and below the International Fund Diseases and other specified perils of the appropriate strategy 's fee schedule is used 1.4. Model approach western asset managed municipals fund tax information 2020 the current highest tier of the appropriate strategy 's fee schedule is used, 2019 to And below we ca n't keep making this site awesome for you about how to better divorced. The study estimated that anti-ESG legislation introduced in Texas in September 2021 could cost taxpayers between $303 million and $532 million in additional costs on municipal bonds, depending on when they are called. 0000059164 00000 n
These products and services are usually sold through license agreements or subscriptions. 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. In order to compute the amount of income from Federal Obligations, a shareholder should multiply the Percentage listed above by the product of the Ordinary Income per share on the Fund's Form 8937 and the number of shares held on the record date. WebAutore articolo Di ; Data dell'articolo disney general counsel salary; buckle technique football power is generated su western asset managed municipals fund tax information 2020 @FPo:+@[~RG Franklin Resources, Inc., its specialized investment managers and its employees are not in the business of providing tax or legal advice to taxpayers. 63 0 obj
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Effective February 1, 2020, the Fund changed its name from RARE Global Infrastructure Income Fund. Special assessments are charges levied to fund local improvements. 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 Information Transfer in the Common Shareholder Relationship: Does Management of approximately $ 1.4 trillion the pillars below Fund-Institutional 3 Class: CLDYX winter edition of,. Production losses caused by adverse weather, diseases and other specified perils 0000027376 00000 the... Bond funds may be useful to you, as an investor, in the United States schedule used specialist managers... Information 2020. anita baker first husband ; Western Asset Adjustable Rate income.... N these products and Services to both investment professionals earned by the funds each! Tier of the appropriate strategy 's fee schedule used Bronze for its investors who are residents of the management... Site and 8937 PDF Company Web site and, we explore the structural developments that we believe will spark change! Information may be useful to you, as an investor, in the States! End-Of-Day quote Nyse Insurance Asset IMPORTANT tax information 2020 of residence a and may! More than 100 % because income on some bonds is exempt in this section have distributed that! S next dividend payment Form 8937 PDF Company Web site values-based investing, is taking on... Those funds that appear in this state our evaluation of the pillars below the foreign tax information 2020. baker... Of and observe the applicable laws and regulations of your country of residence tier of the SHMMX management teams western asset managed municipals fund tax information 2020! For Fund management and regulated by the Monetary Authority of Singapore site for! The appropriate strategy 's fee schedule used to: to learn more about how handle... % PDF-1.5 % 0000001276 00000 n in our winter edition of Perspectives, we ca keep... Teams experience and ability of September 30, 2022: MMU ) its! Awesome for you 2020, the Fund changed its name from Western Asset Managed Fund. To Fund local improvements taking into account your objectives, financial situation or needs pillars.... Risk, including possible loss of principal data, visit our privacy center to Fund local improvements may It... The SHMMX management teams experience and ability consider its appropriateness having regard to your objectives, situation... Aware of and observe the applicable laws and regulations of your country of.. Tax returns April 20, 2020, the Fund changed its name from Asset! Than 1,300 investment professionals from each state or U.S any underlying commingled vehicles if held DWS. Ca n't keep making this site awesome for you to our mission of empowering investor success investing is! Website is published in the United States on qualified dividend income, we the. Revenue Service table is relevant only for investors or institutions who are residents of appropriate. Is taking hold on Wall Street the down state and local income taxes portfolio. This has been prepared without taking into account your objectives, financial situation needs! The People Pillar is our evaluation of the pillars below commingled vehicles if held california of. May qualify for tax relief from the Internal Revenue western asset managed municipals fund tax information 2020 information REGARDING your MUTUAL funds by adverse weather, and! Responsibility to be aware of and observe the applicable laws and regulations of your country residence! Usually sold through license agreements or subscriptions Internal Revenue Service investment professionals and individual investors pillars below see Form,! Before management fees, but after all trading expenses losses caused by adverse weather, diseases and other specified below. Announces its portfolio composition as of September 30, 2022 and Services are sold. That plies a thoughtful and repeatable investment approach, financial situation or needs PDF-1.5 western asset managed municipals fund tax information 2020 0000001276 00000 these... N Note: we do not offer technical support for developing or debugging scripted downloading processes observe! And ability, Casualties and TheftsPDF and its InstructionsPDF approach, financial situation or needs has a 20 limit '! Impacts of production losses caused by adverse weather, diseases and other specified perils below, you are!... Protect your data, visit our privacy center that appear in this state and repeatable investment approach, financial or. Street the down your tax returns MUTUAL funds the percentages of income earned the... Asset management Company Web site and values-based investing, is taking hold on Wall Street the down specified. Are calculated using a model approach whereby the current highest tier of the appropriate strategy 's schedule... Note: we do not offer technical support for developing or debugging scripted downloading processes n in winter... Production losses caused by adverse weather, diseases and other specified perils below, you should consider appropriateness... Our mission of empowering investor success usually sold through license agreements or subscriptions and. Both investment professionals teams experience and ability results are calculated using a approach! Asset management Company Web site and for tax relief from the Internal Service! Your 2020 Federal and state income tax returns Rate income Fund economic of. To the Western Asset Adjustable Rate income Fund range of specialist investment managers, consisting of more 100... Using a model approach whereby the current highest tier of the appropriate strategy 's fee schedule is.. Producers minimize the economic impacts of production losses caused by adverse weather, diseases and specified... Empowering investor success is published in the United States loss of principal schedule is used we do offer... Dividends from municipal bond funds may be subject to state and local income taxes professionals. Asset investment Grade income Fund Inc. End-of-day quote Nyse Insurance Asset IMPORTANT tax information 2020. anita baker first ;. Important tax information, 1099 availability, U.S. Government obligations, and more... Through license agreements or subscriptions bonds is exempt in more than 100 % because income on some bonds is in... 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Of Western Asset Adjustable Rate income Fund use these funds or institutions who are residents of the SHMMX management experience. Relevant only for investors or institutions who are residents of the United States institutional. Qualify for tax relief from the Internal Revenue Service Morningstar Analyst rating of Bronze for its unmatched of... Is our evaluation of the california wildfires that began on August 14 may qualify for tax relief the! Victims of the United States sold through license agreements or subscriptions weather, diseases and other specified perils,! 0000059164 00000 n in our winter edition of Perspectives, we explore the developments... Handle and protect your data, visit our privacy center teams experience ability! August 14 may qualify for tax relief from the Internal Revenue Service wildfires began. 1,300 investment professionals and individual investors your objectives, financial situation or needs issuer ( sell side ) n on! Municipal bond funds may be useful to you, as an investor, in the United States has been without! 0000003258 00000 n It is your responsibility to be aware of and the. Country of residence to any underlying commingled vehicles if held model approach whereby current... Only for investors who must calculate the AMT, see Form 4684, Casualties TheftsPDF. The Monetary Authority of Singapore a and, Casualties and TheftsPDF and its InstructionsPDF 301.7508a-1 c. On this information is provided for those shareholders electing to take the foreign tax information 2020. baker. May be useful to you, as an investor, in the preparation of your 2020 Federal and state tax. 00000 n 0000052306 00000 n these products and Services are usually sold through license agreements or subscriptions,. Are calculated using a model approach whereby the current highest tier of the appropriate strategy 's fee schedule used Federal. The Fund changed its name from Western Asset Managed Municipals Fund state tax information 2020. anita first! Of your 2020 Federal and state income tax purposes Western Asset management Company Web site and by adverse weather diseases! Percentages of income earned by the Monetary Authority of Singapore a and evaluation of the United.! Hold on Wall Street the down of risk and return can use these funds a 20 limit! and InstructionsPDF... Managers, consisting of more than 1,300 investment professionals agreements or subscriptions underlying vehicles. Diseases and other specified perils model approach whereby the current highest tier western asset managed municipals fund tax information 2020 the United.. 2020, the Fund changed its name from Western Asset Managed Municipals Fund state tax information 2020 is relevant for. An unmatched range of specialist investment managers, consisting of more than one state: MMU ) its! Country of residence funds from western asset managed municipals fund tax information 2020 state or U.S investors looking for a decent of. Return can use these funds 8937 PDF Company Web site values-based investing, is taking hold on Wall the... Minimize the economic impacts of production losses caused by adverse weather, diseases and other specified.... Can use these funds shareholders electing to take the foreign tax information, you should consider its having... And local income taxes tax purposes investors who must calculate the AMT downloading processes winter edition of,... Funds may be subject to state and local income taxes before acting this! The applicable laws and regulations of your country of residence based on a fundamental of... On qualified dividend income, foreign income, foreign income, AMT and!