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:

Action plan helps families prepare for college

Action plan helps families prepare for college

Having an action plan can help families and students prepare for college as they navigate the process throughout the high school years.

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Consider these four strategies before interest rates rise

Consider these four strategies before interest rates rise

Investors are expecting more interest-rate hikes from the Fed in 2017. Here are some strategies to consider before interest rates rise.

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Year-end strategies to mitigate taxes

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