Tax center

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

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The Treasury Department and the Internal Revenue Service have extended tax return filing, payment, and IRA contribution deadlines from April 15 to July 15, 2020, in response to the COVID-19 outbreak. Consult your tax or wealth management professional.

Learn more at the IRS website.

  • General
  • Helping with your tax forms
  • Fund tax data
  • 2021 tax rates

  • 2020 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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Additional resources

Four tax planning considerations for year-end

Four tax planning considerations for year-end

While tax rates are historically low, investors may want to review several tax planning considerations before year end.

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Year-end planning ideas under the CARES Act

Year-end planning ideas under the CARES Act

As investors prepare for year-end planning, they may want to consider tax-smart strategies under the CARES Act.

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