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

Will taxpayers owe more or less in their tax bill next year?

Will taxpayers owe more or less in their tax bill next year?

After the passage of the Tax Cuts and Jobs Act, many taxpayers are wondering how the new law will affect next year’s tax bill.

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Consider these ways to use your tax refund

Consider these ways to use your tax refund

With an average tax refund of nearly $3,000 to use this year, many investors may want guidance on how to allocate these assets.

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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: