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:

10 ideas to use a Roth IRA to mitigate higher taxes

10 ideas to use a Roth IRA to mitigate higher taxes

Investors may want to consider certain strategies to hedge against the risk of higher taxes, including using a Roth IRA conversion.

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Four key tax changes in the new pandemic relief bill

Four key tax changes in the new pandemic relief bill

In addition to broad relief measures, the latest pandemic relief bill includes several tax changes that could impact planning.

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