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 .

  • 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 »

Additional resources

Proposed tax hike may drive shift in business structure

Proposed tax hike may drive shift in business structure

A Biden administration proposal calls for a tax hike for corporations. If approved, it may impact how certain business owners structure their business.

More »

10 ideas to use a Roth IRA to mitigate higher taxes

10 ideas to use a Roth IRA to mitigate higher taxes

Investors may want to consider certain strategies to hedge against the risk of higher taxes, including using a Roth IRA conversion.

More »