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 .

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

Planning as the pandemic response evolves

Planning as the pandemic response evolves

The federal response to the pandemic continues to evolve, creating considerations for financial planning.

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RMD waiver expanded for all investors in 2020

RMD waiver expanded for all investors in 2020

The IRS released new guidance that expanded the RMD waiver for use by all investors in 2020.

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