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:

Year-end considerations for smart income-tax planning

Year-end considerations for smart income-tax planning

The tax reform law created a new tax landscape that could have a significant impact on year-end income-tax planning.

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Tax law creates benefits for taxpayers to invest in Opportunity Zones

Tax law creates benefits for taxpayers to invest in Opportunity Zones

Tax reform has created an opportunity for investors to defer taxes on capital gains if they invest in so-called “Opportunity Zones”

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