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
  • 2020 tax rates

  • 2019 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:

Tax planning is a topic for all seasons

Tax planning is a topic for all seasons

There may be more opportunities to use tax-efficient strategies if investors focus on tax planning throughout the year.

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Key figures that taxpayers need to know for 2020

Key figures that taxpayers need to know for 2020

The Internal Revenue Service recently announced the tax rates and contribution limits for 2020, including key figures that investors will want to consider.

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