Tax center

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

To access your tax forms, please log in to Accounts.

  • General
  • Helping with your tax forms
  • Fund tax data
  • 2021 tax rates

  • 2020 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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IRA contribution reports

Check in with your clients about their investment strategies:

Tracking CARES Act tax changes

Tracking CARES Act tax changes

With a range of temporary tax code changes instituted by the CARES Act in 2020, tracking tax changes that are extended into 2021 can be a challenge.

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Figures that taxpayers need to know in 2021

Figures that taxpayers need to know in 2021

Taxpayers need to know some key figures as they review current tax plans and consider 2021 planning.

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