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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Additional resources

Planning strategies to prepare if taxes move higher

Planning strategies to prepare if taxes move higher

As the federal budget deficit rises, it is likely that investors will see taxes move higher in the future.

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The IRS is revising Form 1040 again

The IRS is revising Form 1040 again

Less than a year after restructuring tax Form 1040, the Internal Revenue Service (IRS) is changing the document again.

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