Tax center

Welcome to Putnam's online Tax center, designed to provide you with everything you need to help your clients navigate the tax season. Below you'll find information on capital gains distributions, AMT and tax percentages, and more.

  • General
  • Helping with your tax forms
  • Fund tax data
  • Additional resources

Capital gains

Cost basis reporting

Regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.

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IRA contribution reports

Check in with your clients about their investment strategies:

Identifying key contacts in the next generation of investors

Identifying key contacts in the next generation of investors

Only a small percentage of heirs stay with the financial advisor used by their parents, making it critical for advisors to connect with the next generation.

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Huge wealth transfer sparks ideas as advisors rethink their businesses

Huge wealth transfer sparks ideas as advisors rethink their businesses

In a new wave of wealth transfer, $30 trillion is projected to move to the next generation over 30 years, leading some advisors to rethink their businesses.

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Year-end strategies to mitigate taxes

Determining your tax bracket is the first step in exploring tax-smart strategies.