Tax center

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

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The Treasury Department and the Internal Revenue Service have extended tax return filing, payment, and IRA contribution deadlines from April 15 to July 15, 2020, in response to the COVID-19 outbreak. Consult your tax or wealth management professional.

Learn more at the IRS website.

  • 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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Additional resources

Change in administration may mean tax changes

Change in administration may mean tax changes

With uncertainty around the upcoming elections, it is not clear what types of tax changes may be implemented under a new administration.

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Video: Consider a Roth to prepare for future taxes

Video: Consider a Roth to prepare for future taxes

With the possibility of future higher tax rates, investors may want to consider strategies that can be implemented now such as a Roth IRA conversion.

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