Putnam's Tax center offers essential help on a range of tax issues.
Tax form notifications are mailed in mid January and as required by tax regulations. The forms will be available in electronic format under My accounts. Access your tax forms
Help with your tax forms
Every year, Putnam sends tax forms to help you prepare your tax returns as required by the IRS. Read more
Fund tax data
Additional data for use with your tax forms is available, including information about dividends, foreign income, government securities, and tax-exempt, state-specific income.
Access your fund tax data
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
Tax planning insights
Government policies and tax reforms can influence shareholder tax planning, filing requirements, and retirement strategies. Learn