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 changes

New 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:

Will fixing Social Security mean higher taxes and lower benefits?

Will fixing Social Security mean higher taxes and lower benefits?

Multiple recommendations have been made to fix Social Security and some strategies may be more costly for investors.

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Proposals in Congress aim to aid retirement and college savers

Proposals in Congress aim to aid retirement and college savers

While major legislation is unlikely to be passed during an election year, some smaller-scale bills to help savers could be advanced.

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There's still time to implement tax-smart strategies

Determining an individual's tax bracket will drive which tax-smart strategies to implement, including managing income, capital gains and losses.