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.

More »

IRA contribution reports

Check in with your clients about their investment strategies:

Lawmakers eye paths to enhance SALT deduction

Lawmakers eye paths to enhance SALT deduction

While many have called for the repeal of the cap on the state and local tax deduction, a group of lawmakers continue to debate ways to enhance the SALT deduction.

More »

Consider a Roth IRA for summer employment earnings

Consider a Roth IRA for summer employment earnings

Students may want to consider using a Roth IRA to save some of their summer earnings.

More »