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

Capital gains

2023 year-end distributions estimates
Summary of funds with capital loss carryforwards (PDF)
What your clients might ask about year-end tax planning

2024 tax rates

See 2024 tax rates and income brackets

Download 2024 tax rates, schedules, and contributions limits (pdf)

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.

IRA contribution reports

Check in with your clients about their investment strategies:

Run a report (login required)

More resources

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Annuities (Everlake and Talcott)

Tools

FundVisualizer®
[Advisor-only]
PlanVisualizer™
[Advisor-only]
TargetDateVisualizer®
[Advisor-only]
Order literature

Key contacts

Financial advisors support services:

1-800-354-2228

Literature hotline:

1-800-354-5487

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Tax center

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