Capital gains
2024 tax rates
See 2024 tax rates and income brackets
Download 2024 tax rates, schedules, and contributions limits (pdf)
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.
Additional resources
Tax rates, schedules, and contribution limits:
Tax planning insights
Government policies and tax reforms can influence shareholder tax planning, filing requirements, and retirement strategies. Learn