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:

Key tax figures for 2017

Key tax figures for 2017

Most tax figures will remain unchanged in 2017, according to the new tax schedule released by the Internal Revenue Service.

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At year-end, retirement distributions not always required

At year-end, retirement distributions not always required

Year-end is an opportune time to remind investors of situations where they are not required to take retirement distributions.

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Year-end strategies to mitigate taxes

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