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
  • 2022 tax rates

  • 2021 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:

Five year-end planning ideas for retirement savings

Five year-end planning ideas for retirement savings

Here are some year-end planning considerations when reviewing your retirement savings plan.

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Top tax questions from advisors as policy debate continues

Top tax questions from advisors as policy debate continues

Here are the top tax questions from advisors attending our recent webcast.

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