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:

Consider a 529 plan for a tax-smart way to save for college

Consider a 529 plan for a tax-smart way to save for college

A 529 plan may be part of a strategy to utilize tax-advantaged savings to meet the rising cost of college.

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Research uncovers the value of a college degree

Research uncovers the value of a college degree

With rising costs and the planning time needed to prepare for college, some parents and students may wonder if a college degree is worth the investment.

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Year-end strategies to mitigate taxes

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