Tax center

Welcome to the tax center. We have everything you need to navigate tax season.

  • General
  • Helping with your tax forms
  • Fund tax data
  • 2019 tax rates

  • 2018 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.

More »

IRA contribution reports

Check in with your clients about their investment strategies:

Gauge your tax bracket to drive tax planning at year-end

Gauge your tax bracket to drive tax planning at year-end

There is one important number for investors to know that can drive tax planning strategies at year-end: Their marginal tax bracket.

More »

Year-end deadline approaches for opportunity zone tax break

Year-end deadline approaches for opportunity zone tax break

Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.

More »