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
  • 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:

Strategies to manage the repeal of the advisory fee deduction

Strategies to manage the repeal of the advisory fee deduction

The repeal of miscellaneous deductions, including the advisory fee deduction, may have an impact on some taxpayers’ filings.

More »

Key tax figures for 2019

Key tax figures for 2019

A first step for investors in tax planning for the coming year is to determine their tax bracket and highlights of key tax figures can be helpful guide.

More »