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.

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IRA contribution reports

Check in with your clients about their investment strategies:

New strategies emerge for Roth conversions

New strategies emerge for Roth conversions

Under tax reform, taxpayers can still act on Roth conversions, but the option to recharacterize - or undo the conversion - is no longer available.

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Estate planning considerations before the law sunsets

Estate planning considerations before the law sunsets

Estate planning remains an important part of financial planning and here are some considerations before the estate tax law sunsets.

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