Tax center

Welcome to the tax center. We have everything you need to navigate tax season.
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  • Helping with your tax forms
  • Fund tax data
  • 2020 tax rates

  • 2019 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

Three things business owners need to know about the CARES Act

Three things business owners need to know about the CARES Act

The CARES Act has multiple provisions to help small businesses and employees weather the economic downturn.

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Massive COVID-19 spending bill to help individuals, businesses

Massive COVID-19 spending bill to help individuals, businesses

The Senate passed the CARES Act which provides emergency assistance for individuals, families, and businesses affected by the COVID-19 pandemic.

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