Important tax documents for investors
To help simplify tax returns, we have put together a collection of easily accessed tax documents and notices relevant to your needs.
To access PDF files, Adobe Reader must be installed on your computer. For best results, use version 8.0 or above, which can be downloaded free at Adobe.
For questions regarding your account, call us at 800-225-5478. Please contact a qualified tax professional if you have questions about your taxes.
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2009 Tax Information Notice
Information to help complete the 2009 tax return.
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2009 AEW Real Estate Fund and Natixis Income Diversified Portfolio Tax Information Notice
Information to help complete the 2009 tax return.
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2008 Tax Information Notice
Information to help complete the 2008 tax return.
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2008 Tax-free Fund Information Notice
Important information for shareholders of Loomis Sayles Massachusetts Tax Free Income Fund and Loomis Sayles Municipal Income Fund.
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2008 AEW Real Estate Fund and Natixis Income Diversified Portfolio Tax Information Notice
Information to help complete the 2008 tax return.
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2007 Tax Information Notice
Information to help complete the 2007 tax return.
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2007 Tax-free Fund Information Notice
Important information for shareholders of Loomis Sayles Massachusetts Tax Free Income Fund and Loomis Sayles Municipal Income Fund.
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2007 AEW Real Estate Fund Tax Information Notice
Information to help complete the 2007 tax return.
