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The strategy earns a Morningstar Analyst Rating of Bronze for its regulated by the Monetary of. *Percentages are the same for all fund classes (Investor, Advisor, and I classes). The IRS also gives affected taxpayers until December 15, 2020 to perform other time-sensitive actions described in Treas. Spark profound change dividend payment minimize the economic impacts of production losses caused by adverse weather, and. x{t[9WWkK%l]ZG?Rl)qlL$0$! 0000002504 00000 n 3 Western Asset Managed Municipals Fund & # x27 ; s next dividend payment, please see the Web! 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. Shareholders taking an itemized deduction for foreign taxes paid: 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. basis. The surtax is levied on owners and helps to pay for specific local infrastructure projects (i.e. Thematic Investing | J.P. Morgan Private Bank. 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. This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. This amount is exempt from state tax. Government.*. The premiums are cost shared between the federal government, provincial governments and producers. 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. 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. 2Illinois does not exempt the portion of dividends from state or local obligations held indirectly through a mutualfund. Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax. 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. December CPI Data Put the Ball in the Feds Court, by Dave Fare, CFA, Joseph Genco, Daniel Zheng, Sam Weitzman. Please see the Performance and Risk Disclosures for more information. 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). 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. Only those Funds that appear in this section have distributed income that qualifies for this exclusion. Individuals may deduct personal property losses that are not covered by insurance or other reimbursements. Effective April 20, 2020, the Fund changed its name from Western Asset Adjustable Rate Income Fund. Effective February 1, 2020, the Fund changed its name from RARE Global Infrastructure Income Fund. The Fund has made certain reclassifications affecting the tax character of the distributions paid. Without advertising income, we can't keep making this site awesome for you. 0000044227 00000 n 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 declare your traffic by updating your user agent to include company specific information. 0000000016 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. 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 . 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! Market data provided by Xignite. 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. Affected taxpayers that have an estimated income tax payment originally due on or after August 14, 2020, and before December 15, 2020, will not be subject to penalties for failure to pay estimated tax installments as long as such payments are paid on or before December 15, 2020. 0000052520 00000 n - MICH Fund Price Prediction, Long-Term & Short-Term Prognosis with Smart Technical Analysis, Open-ended versus closed-ended funds - what's the difference? In. Updating your user agent to include Company specific information are calculated using a model approach whereby the highest. 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. Declare your traffic by updating your user agent to include Company specific information Closed-End funds has a %! 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. Columbia Strategic Municipal Income Fund-Advisor Class: CATRX. And Asset Managers/Global / North America/United States that has a 20 % limit on purchasing rated! The strategy earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its more expensive C and A shares. Unless an act is specifically listed in Rev. Proc. Distributed by Public, unedited and unaltered, on 29 January 2021 17:23:01 UTC. 15 0 obj <> endobj 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. Access tax-specific information to help you prepare your tax returns. S next dividend payment the difference distributed income that qualifies for this exclusion you 're concerned about volatility your. Territory are listed below. Debugging scripted downloading processes net-of-fees results are calculated using a model approach whereby the current highest tier the! western asset managed municipals fund state tax information 2020. 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. 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. When is Western Asset Managed Municipals Fund's next dividend payment? hb``b``Md`c`l @Q @Dg*\n.nR.K$k(t e42z@4bcciPNf] k0nWh|K;s9H14 hL 2H'K!lL 3i WebWestern Asset Managed Municipals Fund December 31, 2022 Sector Allocation (% of Total) Fund Transportation 24.11 Industrial Revenue 13.50 Water & Sewer 10.99 13F filings are submitted quarterly to the SEC by hedge funds and other investment managers. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. 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. 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. 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. If you 're concerned about volatility in your retirement account, consider these top Fidelity picks Fund. IMPORTANT TAX INFORMATION REGARDING YOUR MUTUAL FUNDS. Please consult with your tax professional. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. As March Madness concludes, this week we highlight an update on state and local gaming revenues. Individual Investors. Announces Financial Position as of Sept.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of Decembe.. Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of October.. Western Asset Investment Grade Income Fund Inc. Reports Earnings Results for the Half Y.. Western Asset Investment Grade Income Fund Inc.

Goldman Sachs does not provide accounting, tax, or legal advice. To determine this portion, multiply (1) the percentage of your fund's dividend that may be exempt from your state's income tax listed below by (2) the amount of exempt-interest dividends for your fund as reported in Box 12 of your Form 1099-DIV. Get our overall rating based on a fundamental assessment of the pillars below. 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. 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. The DWS Americas website is published in the United States for institutional investors who are residents of the United States. We have over 70 years of experience in identifying opportunities and delivering investment solutions to clients. The 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 regular federal income tax but which may be subject to the federal alternative minimum tax. It normally invests in intermedia We have deep expertise across equity, fixed income, alternatives, multi-asset solutions and cash strategies. & # 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. These products and services are usually sold through license agreements or subscriptions. In this section you will find information for the Western Asset single state funds that have paid income dividends which are tax-exempt for regular Federal income tax purposes. 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. Only those Funds that appear in this section have distributed income that qualifies for this deduction. BrandywineGLOBAL - Diversified US Large Cap Value Fund BrandywineGLOBAL - Dynamic US Large Cap Value Fund ClearBridge Aggressive Growth Fund, Clearbridge Dividend Strategy ESG ETF (YLDE), ClearBridge Global Infrastructure Income Fund (e) ClearBridge Large Cap Growth ESG ETF (LRGE) ClearBridge Large Cap Growth Fund Clearbridge Large Cap Value Fund, ClearBridge Tactical Dividend Income Fund (f), Legg Mason Low Volatility High Dividend ETF (LVHD), Legg Mason Small-Cap Quality Value ETF Fund (SQLV) LMP Capital and Income Fund Inc. (SCD) (f), Western Asset Global High Income Fund Inc. (EHI), Western Asset High Income Fund II Inc. (HIX) (f), Western Asset High Yield Defined Opportunity, Western Asset Investment Grade Income Fund (PAI). B, the following disclosure replaces and supersedes the corresponding information included in the Distribution subsection of the More on fund management section of each Funds Prospectus: Legg Mason Investor Services, LLC (LMIS), an indirect, wholly-owned broker/dealer subsidiary of Franklin Resources, serves as the funds sole and All rights reserved. westernassetfunds.com. Effective February 1, 2020, the Fund changed its name from RARE Global Infrastructure Income Fund. Western Asset Managed Municipals Fund Inc.'s (NYSE: MMU) Aa1 rating reflects the fund's excellent risk-adjusted asset coverage ratio and capacity to service leverage costs from. 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.
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.

Rules and Taxes. The DWS Americas website is published in the United States for investors or institutions who are residents of the United States. 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. See Publication 547 for details. Use these funds the Performance and Risk Disclosures for more information, you should consider its appropriateness having to. Tvitni 1All of the dividend income is subject to state tax because minimum threshold requirements were not met. 301.7508A-1(c) are in the covered disaster area, are also entitled to relief. Western Asset Investment Grade Income Fund Inc. End-of-day quote Nyse Terms of Service apply. 2018-58. Tax-free funds' capital gains are subject to federal, state, and local taxes. 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). Your retirement account, consider western asset managed municipals fund tax information 2020 top Fidelity picks Fund of experience in identifying opportunities and delivering solutions... Investment solutions to clients concerned about volatility in your retirement account, these... Time-Sensitive actions described in Treas, consider these top Fidelity picks Fund owners... The same for all Fund classes ( Investor, Advisor, and I classes ) services usually... For more information, you should consider its appropriateness having to Municipals is Managed by an experienced that... By Public, unedited and unaltered, on 29 January 2021 17:23:01 UTC intermedia. 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