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

White House proposes tax hikes for high earners

White House proposes tax hikes for high earners

The administration released a new proposal including spending for education, childcare, healthcare, nutrition, and other family support as well as tax hikes for high earners.

More »

Proposed tax hike may drive shift in business structure

Proposed tax hike may drive shift in business structure

A Biden administration proposal calls for a tax hike for corporations. If approved, it may impact how certain business owners structure their business.

More »

Tax planning insights

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