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:

Ten questions to ask your CPA about the new tax law

Ten questions to ask your CPA about the new tax law

The new tax law could have a significant impact on how individuals and small businesses file income taxes and make tax planning decisions.

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IRS proposes additional limits for small business tax deduction

IRS proposes additional limits for small business tax deduction

While many small businesses are navigating the changes introduced by the TCJA, the IRS is proposing additional limits for the small business tax deduction.

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