Attention Advisors

Putnam fund shareholders are being asked to vote on important matters affecting their investments. Find details in this Q&A. (pdf)

Tax center

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

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:

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