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

Under tax reform, there is no turning back on a Roth conversion

Under tax reform, there is no turning back on a Roth conversion

Under tax reform, reduced marginal tax rates are lowering the cost of a Roth conversion, but the ability to reverse the move is eliminated.

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Consider these strategies before interest rates climb higher

Consider these strategies before interest rates climb higher

With many financial plans tied to IRS interest rates, there are several strategies that investors may want to consider before rates move higher.

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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: