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:

Most Americans are mindful of college costs, unaware of 529 plans

Most Americans are mindful of college costs, unaware of 529 plans

A 529 plan is one of several ways to save for college and benefits vary among investment vehicles.

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Add supplemental health coverage to important retirement decisions

Add supplemental health coverage to important retirement decisions

Preparing for adequate health-care coverage in retirement is an essential element of financial planning.

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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.