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
  • Additional resources

Capital gains

Cost basis reporting changes

New 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:

Health-care costs add uncertainty to retirement planning

Health-care costs add uncertainty to retirement planning

Health-care spending increases with age and has become an important consideration when saving for retirement.

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Provision to make tax-free donations using an IRA is permanent

Provision to make tax-free donations using an IRA is permanent

Retirees at age 70½ may direct IRA assets to a charity tax-free under a provision made permanent by Congress.

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There's still time to implement tax-smart strategies

Determining an individual's tax bracket will drive which tax-smart strategies to implement, including managing income, capital gains and losses.