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.

Capital gains

Tax planning insights

Government policies and tax reforms can influence shareholder tax planning, filing requirements, and retirement strategies. Learn about the latest changes:

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: