TAX CENTER
You can view the latest information on dividends and distributions by visiting each fund's overview page.
2020
Tax Guides
Title | Description | |
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Legg Mason 2020 Tax Guide | Important tax information for investors. |
INFORMATION REGARDING ORGANIZATIONAL ACTIONS
AFFECTING BASIS OF SECURITIES
2019
Tax Guides
Title | Description | |
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Distribution Reclassifications (2019) | Important Information for investors. | |
Reclassifications of Tax-Exempt Distributions (2019) | Important tax information for investors. | |
Qualified Dividend Income Percentage for Individual Shareholders (2019) | Important tax information for shareholders. | |
Legg Mason 2019 Tax Guide | Important tax information for investors. |
INFORMATION REGARDING ORGANIZATIONAL ACTIONS
AFFECTING BASIS OF SECURITIES
2018
TAX GUIDES
Title | Description | |
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Legg Mason 2018 Tax Guide | Important tax information for investors. | |
Reclassifications of Tax-Exempt Distributions (2018) | Important tax information for investors. | |
Distribution Reclassifications (2018) | Important tax information for investors. | |
Qualified Dividend Income Percentage for Individual Shareholders (2018) | Important tax information for investors. | |
Legg Mason 2018 Closed-End Fund Distribution Summary | Distribution summary for Legg Mason closed end funds. |
Distributions
Title | Description |
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INFORMATION REGARDING ORGANIZATIONAL ACTIONS
AFFECTING BASIS OF SECURITIES
2017
Tax Guides
Title | Description | |
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Legg Mason 2017 Tax Guide | Important tax information for investors. | |
Reclassifications of Tax-Exempt Distributions (2017) | Important tax information for investors. | |
Distribution Reclassifications (2017) | Important tax information for investors. | |
Qualified Dividend Income Percentage for Individual Shareholders (2017) | Important tax information for investors. | |
Legg Mason 2017 Closed-End Fund Distribution Summary | Distribution summary for Legg Mason closed end funds. |
INFORMATION REGARDING ORGANIZATIONAL ACTIONS
AFFECTING BASIS OF SECURITIES
2016
Distributions
Title | Description | |
---|---|---|
Reclassification of Distributions - ClearBridge Energy MLP Fund Inc | Important tax information for investors. Notice of reclassification of distributions. | |
Clarification of Distributions - Western Asset Core Plus Bond Fund | Important tax information for investors. Notice of reclassification of distributions. |
Tax Guides
Title | Description | |
---|---|---|
Legg Mason 2016 Tax Guide | Important tax information for investors. | |
Reclassifications of Tax-Exempt Distributions (2016) | Important tax information for investors. | |
Distribution Reclassifications (2016) | Important tax information for investors. | |
Qualified Dividend Income Percentage for Individual Shareholders (2016) | Important tax information for investors. | |
Legg Mason 2016 Closed-End Fund Distribution Summary | Distribution summary for Legg Mason closed end funds. |
INFORMATION REGARDING ORGANIZATIONAL ACTIONS
AFFECTING BASIS OF SECURITIES
2015
Tax Guides
Title | Description | |
---|---|---|
Legg Mason 2015 Tax Guide | Important tax information for investors. | |
Legg Mason 2015 Closed-End Fund Distribution Summary | Distribution summary for Legg Mason closed end funds. | |
Reclassifications of Tax-Exempt Distributions (2015) | Important tax information for investors. | |
Distribution Reclassifications (2015) | Important tax information for investors. |
INFORMATION REGARDING ORGANIZATIONAL ACTIONS
AFFECTING BASIS OF SECURITIES
2014
Tax Guides
Title | Description |
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INFORMATION REGARDING ORGANIZATIONAL ACTIONS
AFFECTING BASIS OF SECURITIES
Title | Description | |
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ClearBridge CMA Form 8937 | Important tax information for investors. | |
ClearBridge CEM Form 8937 | Important tax information for investors. | |
ClearBridge CTR Form 8937 | Important tax information for investors. | |
Legg Mason EMO Form 8937 | Important tax information for investors. | |
Western Asset GDF Form 8937 | Important tax information for investors. | |
Western Asset HYI Form 8937 | Important tax information for investors. | |
ClearBridge Equity Fund Form 8937 | Important tax information for investors. | |
ClearBridge Equity Income Fund-Return of Capital Form 8937 | Important tax information for investors. | |
ClearBridge Variable All Cap Value Portfolio-Merger Ratios Form 8937 | Important tax information for investors. | |
ClearBridge Variable All Cap Value Portfolio-Return of Capital Form 8937 | Important tax information for investors. | |
QS Target Retirement 2015 Form 8937 | Important tax information for investors. | |
QS Target Retirement 2020 Form 8937 | Important tax information for investors. | |
QS Target Retirement 2025 Form 8937 | Important tax information for investors. | |
QS Target Retirement 2030 Form 8937 | Important tax information for investors. | |
QS Target Retirement 2035 Form 8937 | Important tax information for investors. | |
QS Target Retirement 2040 Form 8937 | Important tax information for investors. |