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:

Measuring the value of advice

Measuring the value of advice

The value of advice can be quantified in many ways as financial advisors provide tax-smart strategies to help investors get the most out of their plan.

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Planning for college: High school seniors close in on the finish line

Planning for college: High school seniors close in on the finish line

For families planning for college, the senior year of high school has many deadlines and preparations for parents and students.

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Year-end strategies to mitigate taxes

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