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 changes

New 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:

Research and plan for the true cost of college

Research and plan for the true cost of college

Non-tuition college expenses make up a significant portion of the price of going to college, but you may need to research to calculate the true costs.

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Why a college student needs a health-care proxy to unlock barriers for parents

Why a college student needs a health-care proxy to unlock barriers for parents

Parents may face challenges trying to help their child in an emergency at college if they do not have a health-care proxy or power of attorney.

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There's still time to implement tax-smart strategies

Determining an individual's tax bracket will drive which tax-smart strategies to implement, including managing income, capital gains and losses.