Tax center

Welcome to the tax center. We have everything you need to navigate tax season.

To access your tax forms, please log in to Accounts.

  • General
  • Helping with your tax forms
  • Fund tax data
  • 2021 tax rates

  • 2020 tax rates

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:

Treasury offers more details on tax proposals

Treasury offers more details on tax proposals

Taxpayers receive more clarity on recent tax proposals from the Treasury.

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Tax-planning ideas and opportunities in the muni market

Tax-planning ideas and opportunities in the muni market

Given the possibility of higher taxes in the future, investors may consider reviewing tax planning ideas and consider opportunities in the muni market.

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