Tax center

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

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  • 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.

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Additional resources

Top tax-planning ideas for 2021

Top tax-planning ideas for 2021

The current tax environment and potential for higher tax rates in the future create an opportunity for tax planning strategies to hedge future higher taxes.

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Tracking CARES Act tax changes

Tracking CARES Act tax changes

With a range of temporary tax code changes instituted by the CARES Act in 2020, tracking tax changes that are extended into 2021 can be a challenge.

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