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 changes

New regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.

Read more

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

Read more

Proposed fiduciary rule raises concern among advisors

Five tax-smart planning strategies for 2016

A new year brings opportunity to review tax planning strategies.

Read more