Tax center

Welcome to the tax center. We have everything you need to navigate tax season.

To access your tax forms, please log in to Accounts.

  • General
  • Helping with your tax forms
  • Fund tax data
  • 2021 tax rates

  • 2020 tax rates

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:

Top tax questions from advisors as policy debate continues

Top tax questions from advisors as policy debate continues

Here are the top tax questions from advisors attending our recent webcast.

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Finding the right option for charitable giving

Finding the right option for charitable giving

With the range of funding alternatives and strategies, it’s important for donors to understand their options for charitable giving.

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