Tax center

Welcome to Putnam's online Tax center, designed to provide you with everything you need to 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

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

Federal budget deficit projections may signal higher taxes

Federal budget deficit projections may signal higher taxes

Growing federal budget deficits may result in possible tax increases, influencing retirement planning

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Proposed fiduciary rule raises concern among advisors

Five tax-smart planning strategies for 2016

A new year brings opportunity to review tax planning strategies.

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Tax planning insights

Government policies and tax reforms can influence shareholder tax planning, filing requirements, and retirement strategies. Learn about the latest changes: