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:

Six steps to take to prepare for the fiduciary rule

Six steps to take to prepare for the fiduciary rule

The DOL’s fiduciary rule will affect the advice industry in 2017 and how advice experts prepare for that change could make a difference in their business.

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Deadline to undo a Roth IRA conversion is approaching

Deadline to undo a Roth IRA conversion is approaching

A Roth IRA conversion has a special provision that allows investors to undo the action. The deadline to reverse the action for 2015 tax year is approaching.

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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.