Tax center

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

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The Treasury Department and the Internal Revenue Service have extended tax return filing, payment, and IRA contribution deadlines from April 15 to July 15, 2020, in response to the COVID-19 outbreak. Consult your tax or wealth management professional.

Learn more at the IRS website.

  • General
  • 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

Guidelines offer clarity on PPP loan forgiveness for small businesses

Guidelines offer clarity on PPP loan forgiveness for small businesses

The Small Business Association announced guidelines for loan forgiveness for the PPP program for small businesses.

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States, businesses hope for more economic aid in next pandemic relief bill

States, businesses hope for more economic aid in next pandemic relief bill

Many lawmakers are planning for a fourth phase of pandemic relief funding, which could include aid for states and individuals.

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