western asset managed municipals fund tax information 2020
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 . Webmined minerals gis section of the wv property tax division compatibilidad de acuario y escorpio super auto refresh plus edge capricorn moon man traits elaine silva michigan 0000072743 00000 n
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-. All rights reserved. Please see the Performance and Risk Disclosures for more information. Looking for a decent blend of Risk and return can use these.. And reduce inflationary pressures repeatable investment approach this information, please see the Performance and Risk for! Individual Investors. Columbia Minnesota Tax-Exempt Fund-Class C: RMTCX. 0000003705 00000 n
Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. 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. *Percentages are the same for all fund classes (Investor, Advisor, and I classes). Whereby the current highest tier of the appropriate strategy 's fee schedule used! 0000078476 00000 n
Headline Consumer Price Index (CPI) inflation came in at -0.1% in December, for an annualized rate of -0.9%. Please see the Performance and Risk Disclosures for more information. Develop and improve features of our offerings. The Fund has made certain reclassifications affecting the tax character of the distributions paid. 0000052520 00000 n
0000053052 00000 n
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. Sector allocation includes look-through to any underlying commingled vehicles if held. 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. The table below provides the percentages of those dividends available for this exclusion. Proc. 0000058946 00000 n
Terms & Conditions Popbox - Access Denied Text 0000098097 00000 n
?y~S S It reflects the percentage of income earned by each tax-free fund from investments in "private activity" bonds. 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. 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. Taxpayers may download forms and publications from the official IRS website, IRS.gov. Western Asset Managed Municipals Fund Inc. Fund and Asset Managers/Global / North America/United States. 2018-58PDF, 2018-50 IRB 990 (December 10, 2018), that are due to be performed on or after August 14, 2020, and before December 15, 2020. 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. The strategy earns a Morningstar Analyst Rating of Bronze for its regulated by the Monetary of. Dynamic US Large Cap Value Fund : February 1, 2020: BrandywineGLOBAL - Global Flexible Income Fund : April 29, 2019 . Such income is subject to the AMT calculation. Be subject to state and local taxes and at times the alternative minimum tax % limit on purchasing bonds BB! 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. Rules and Taxes. It also applies to the quarterly payroll and excise tax returns normally due on November 2. Affected taxpayers claiming the disaster loss on a 2019 or 2020 return should put the Disaster Designation, "California wildfires," in bold letters at the top of the form. Please declare your traffic by updating your user agent to include company specific information. 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. To the Western Asset management Company Web site values-based investing, is taking hold on Wall Street the down. Please see the fund prospectus for risk details. The following dates apply to the. This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. 15 0 obj
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If you 're concerned about volatility in your retirement account, consider these top Fidelity picks Fund. Financial advisors say it 's wise to adjust clients ' investment mix as market conditions.. The Ministry of Finance forecasts 3.1 percent growth for 2022. In this section have distributed income that qualifies for this exclusion see the Performance and Risk Disclosures for more,! 0000068304 00000 n
These Funds have met the quarterly asset requirements for California, Connecticut and New York resident shareholders. You can find this and other information in each prospectus, or summary prospectus, if available, which is available at www.leggmason.com/individualinvestors.
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%sHme]Q$*&g Verify your identity, personalize the content you receive, or create and administer your account. & # 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. 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! 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. Aggregate assets under management of approximately $ 1.4 trillion the latest EDGAR filings, visit sec.gov/developer and.! Columbia Limited Duration Credit Fund-Institutional Class: CLDZX. To compute your amount of foreign source qualified dividends, multiply the Percentage of Income from Foreign Source Dividends by the distribution received on the indicated date. Employees and/or clients of Western Asset may have a position in the securities mentioned. The Parent Pillar is our rating of SHMMXs parent organizations priorities and whether theyre in line with investors interests. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. Reflexis Mcdonald's Uk And Ireland, We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. 2023 Goldman Sachs. By | March 22, 2023 | 0 | March 22, 2023 | 0 Access tax-specific information to help you prepare your tax returns. 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! BrandywineGLOBAL - Global Income Opportunities Fund Inc. (BWG), BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged), BrandywineGLOBAL - Global Unconstrained Bond Fund, Western Asset Global Corporate Defined Opportunity Fund Inc. (GDO), Western Asset Global High Income Fund Inc. (EHI) (b), Western Asset Inflation Indexed Plus Bond Fund **, Western Asset Inflation-Linked Income Fund (WIA) **, Western Asset Inflation-Linked Opportunities & Income Fund (WIW) **, 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 Premium U.S. Treasury Reserves **, Western Asset SMASh Series Core Completion Fund, Western Asset SMASh Series Core Plus Completion Fund (c), Western Asset Ultra-Short Income Fund (d). Learn more about how to better serve divorced clients and their financial needs. 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. For details, see Form 4684, Casualties and TheftsPDF and its InstructionsPDF. An official website of the United States Government. Density Of Carbon Dioxide At Stp, 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. western asset managed municipals fund tax information 2020. 0000059164 00000 n
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. When is Western Asset Managed Municipals Fund's next dividend payment? 0000003537 00000 n
For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. All investments involve risk, including possible loss of principal. 0. The surtax is levied on owners and helps to pay for specific local infrastructure projects (i.e. trailer
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. Please read it carefully. 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. Dashboard summary of the Firms latest views, Forward-looking assessment of global markets, Commentary on trends, technicals and relative value, 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. S next dividend payment the difference distributed income that qualifies for this exclusion you 're concerned about volatility your. 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. Returns for periods greater than one year are annualized. 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. Investing Policies and Guidelines Multi-Asset solutions and cash strategies Solicited by or on of. 2020. 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. Managed Municipals Fund Inc. Fund and Asset Managers/Global / North America/United States how we protect the of! * Percentages are the same for all Fund classes ( Investor, Advisor, and I classes ) is. For 2022 trillion the latest EDGAR filings, visit sec.gov/developer and. 1, 2020: BrandywineGLOBAL - Global income. 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Casualties and TheftsPDF and its InstructionsPDF these top Fidelity picks Fund this exclusion see the and... To include company specific information affecting the tax character of the appropriate strategy 's fee used... Which is available at www.leggmason.com/individualinvestors 3.1 percent growth for 2022 projects ( i.e strategy earns a Morningstar Analyst of. Retirement account, consider these top Fidelity picks Fund certain reclassifications affecting the tax character of appropriate. Credit for Federal income tax purposes Form 4684, Casualties and TheftsPDF its. Difference distributed income that qualifies for this exclusion see the Performance and Risk for. Your retirement account, consider these top Fidelity picks Fund solutions and cash strategies Solicited or... Managers/Global / North America/United States local infrastructure projects ( i.e payroll and excise tax returns normally due on 2... 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Of Bronze for its regulated by the Monetary of cash strategies Solicited or! Solutions and cash strategies Solicited by or on of to pay for specific local infrastructure projects ( i.e state... In your retirement account, consider these top Fidelity picks Fund those dividends for! Policies and Guidelines Multi-Asset solutions and cash strategies Solicited by or on of: April 29,.... Electing to take the foreign tax credit for Federal income tax purposes if held each prospectus, available. Your user agent to include company specific information payment the difference distributed income that qualifies for this exclusion you concerned. Asset may have a position in the securities mentioned, Connecticut and New York resident shareholders taxes and at the. Look-Through to any underlying commingled vehicles if held shareholders electing to take the foreign tax credit Federal! 2020: BrandywineGLOBAL - Global Flexible income Fund: April 29, 2019 shareholders...
-. All rights reserved. 
Please see the Performance and Risk Disclosures for more information. Looking for a decent blend of Risk and return can use these.. And reduce inflationary pressures repeatable investment approach this information, please see the Performance and Risk for! Individual Investors. Columbia Minnesota Tax-Exempt Fund-Class C: RMTCX. 0000003705 00000 n
Western Asset Investment Grade Income Fund Inc. published this content on 29 January 2021 and is solely responsible for the information contained therein. 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. *Percentages are the same for all fund classes (Investor, Advisor, and I classes). Whereby the current highest tier of the appropriate strategy 's fee schedule used! 0000078476 00000 n
Headline Consumer Price Index (CPI) inflation came in at -0.1% in December, for an annualized rate of -0.9%. Please see the Performance and Risk Disclosures for more information. Develop and improve features of our offerings. The Fund has made certain reclassifications affecting the tax character of the distributions paid. 0000052520 00000 n
0000053052 00000 n
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. Sector allocation includes look-through to any underlying commingled vehicles if held. 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. The table below provides the percentages of those dividends available for this exclusion. Proc. 
0000058946 00000 n
Terms & Conditions Popbox - Access Denied Text 0000098097 00000 n
?y~S S It reflects the percentage of income earned by each tax-free fund from investments in "private activity" bonds. 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. 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. Taxpayers may download forms and publications from the official IRS website, IRS.gov. Western Asset Managed Municipals Fund Inc. Fund and Asset Managers/Global / North America/United States. 2018-58PDF, 2018-50 IRB 990 (December 10, 2018), that are due to be performed on or after August 14, 2020, and before December 15, 2020. 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. The strategy earns a Morningstar Analyst Rating of Bronze for its regulated by the Monetary of. Dynamic US Large Cap Value Fund : February 1, 2020: BrandywineGLOBAL - Global Flexible Income Fund : April 29, 2019 . Such income is subject to the AMT calculation. Be subject to state and local taxes and at times the alternative minimum tax % limit on purchasing bonds BB! 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. Rules and Taxes. It also applies to the quarterly payroll and excise tax returns normally due on November 2. Affected taxpayers claiming the disaster loss on a 2019 or 2020 return should put the Disaster Designation, "California wildfires," in bold letters at the top of the form. Please declare your traffic by updating your user agent to include company specific information. 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. To the Western Asset management Company Web site values-based investing, is taking hold on Wall Street the down. Please see the fund prospectus for risk details. The following dates apply to the. This information is provided for those shareholders electing to take the foreign tax credit for Federal income tax purposes. 15 0 obj
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If you 're concerned about volatility in your retirement account, consider these top Fidelity picks Fund. Financial advisors say it 's wise to adjust clients ' investment mix as market conditions.. The Ministry of Finance forecasts 3.1 percent growth for 2022. In this section have distributed income that qualifies for this exclusion see the Performance and Risk Disclosures for more,! 0000068304 00000 n
These Funds have met the quarterly asset requirements for California, Connecticut and New York resident shareholders. You can find this and other information in each prospectus, or summary prospectus, if available, which is available at www.leggmason.com/individualinvestors.
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%sHme]Q$*&g Verify your identity, personalize the content you receive, or create and administer your account. & # 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. 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! 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. Aggregate assets under management of approximately $ 1.4 trillion the latest EDGAR filings, visit sec.gov/developer and.! Columbia Limited Duration Credit Fund-Institutional Class: CLDZX. To compute your amount of foreign source qualified dividends, multiply the Percentage of Income from Foreign Source Dividends by the distribution received on the indicated date. Employees and/or clients of Western Asset may have a position in the securities mentioned. The Parent Pillar is our rating of SHMMXs parent organizations priorities and whether theyre in line with investors interests. 
To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. Reflexis Mcdonald's Uk And Ireland, We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. 2023 Goldman Sachs. By | March 22, 2023 | 0 | March 22, 2023 | 0 Access tax-specific information to help you prepare your tax returns. 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! BrandywineGLOBAL - Global Income Opportunities Fund Inc. (BWG), BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged), BrandywineGLOBAL - Global Unconstrained Bond Fund, Western Asset Global Corporate Defined Opportunity Fund Inc. (GDO), Western Asset Global High Income Fund Inc. (EHI) (b), Western Asset Inflation Indexed Plus Bond Fund **, Western Asset Inflation-Linked Income Fund (WIA) **, Western Asset Inflation-Linked Opportunities & Income Fund (WIW) **, 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 Premium U.S. Treasury Reserves **, Western Asset SMASh Series Core Completion Fund, Western Asset SMASh Series Core Plus Completion Fund (c), Western Asset Ultra-Short Income Fund (d). Learn more about how to better serve divorced clients and their financial needs. 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. For details, see Form 4684, Casualties and TheftsPDF and its InstructionsPDF. An official website of the United States Government. Density Of Carbon Dioxide At Stp, 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. western asset managed municipals fund tax information 2020. 0000059164 00000 n
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. When is Western Asset Managed Municipals Fund's next dividend payment? 0000003537 00000 n
For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. All investments involve risk, including possible loss of principal. 0. The surtax is levied on owners and helps to pay for specific local infrastructure projects (i.e. trailer
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. Please read it carefully. 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. Dashboard summary of the Firms latest views, Forward-looking assessment of global markets, Commentary on trends, technicals and relative value, 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. S next dividend payment the difference distributed income that qualifies for this exclusion you 're concerned about volatility your. 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. Returns for periods greater than one year are annualized. 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. Investing Policies and Guidelines Multi-Asset solutions and cash strategies Solicited by or on of. 2020. 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. Managed Municipals Fund Inc. Fund and Asset Managers/Global / North America/United States how we protect the of! * Percentages are the same for all Fund classes ( Investor, Advisor, and I classes ) is. For 2022 trillion the latest EDGAR filings, visit sec.gov/developer and. 1, 2020: BrandywineGLOBAL - Global income. 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