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:

Number of taxpayers owing AMT to decline under tax law

Number of taxpayers owing AMT to decline under tax law

Fewer taxpayers will have to pay the alternative minimum tax (AMT) because of changes resulting from the Tax Cuts and Jobs Act (TCJA).

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Will taxpayers pay more or less under the new kiddie tax rules?

Will taxpayers pay more or less under the new kiddie tax rules?

Families with assets in custodial accounts for minors are wondering how the new tax law will impact those accounts, as changes were made to the kiddie tax.

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