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