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:

Getting an early start on a Roth conversion may optimize the strategy

Getting an early start on a Roth conversion may optimize the strategy

A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.

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Planning strategies may benefit estates of all sizes

Planning strategies may benefit estates of all sizes

Most estates may fall within the exemption level from federal estate taxes but investors still need to plan for the orderly transfer of wealth.

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Year-end strategies to mitigate taxes

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