Tax center: Help with your tax forms

Every year, Putnam sends tax forms to help you prepare your tax returns as required by the IRS.

To learn more about each form, click on the tabs below. You'll find frequently asked questions and links to additional information to help with filing your tax returns.

You can change your mailing options by logging in to My accounts.

  • 1099-DIV
  • 1099-B
  • 5498-ESA
  • 1099-Q (Coverdell ESA)
  • 5498
  • 1099-R
  • 1099-Q (529)
  • 1042-S
  • W-8
  • W-9

Putnam's consolidated Form 1099-Div lists all taxable dividends, exempt interest dividends, and qualified dividends. It will also list capital gain distributions, nondividend distributions, federal income tax withheld, foreign tax paid and specified private bond activity. The dividends and capital gains shown on Form 1099-DIV are considered taxable even if you reinvested your distributions in additional fund shares instead of receiving them in cash. Form 1099-DIV is reported to the IRS.

To view the tax filing information for a form section, click on the appropriate icon below.

Recipient's Name, Street Address, City or Town, Province or State, and Country Recipient's Tax I.D. Number Corrected Statement Name of Fund (Payer), Tax I.D. Number and Account Number Total Ordinary Dividends Qualified Dividends Total Capital Gain Distributions Nondividend Distributions Federal Income Tax Withheld Foreign Tax Paid Exempt-interest dividends Specified private activity bond interest dividends State State Identification No. State Tax Withheld