Tax center

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

To access your tax forms, please log in to .

  • 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.

More »

Additional resources

Top questions from advisors about taxes

Top questions from advisors about taxes

Advisors are fielding many questions about taxes and the outlook for tax increases under the new administration.

More »

Webcast: Tax outlook and strategies in the Biden era

Webcast: Tax outlook and strategies in the Biden era

Wealth management professionals offer a tax outlook and discuss tax smart strategies under the Biden era.

More »