Tax Center

Tax Forms & Statements

  • Find out when this year’s tax forms and statements will be available
  • Learn more about tax forms and statements
  • Sign in to access your tax forms and statements

Fund Specific Information

  • US government interest income at least 1%
  • Tax-exempt income by jurisdiction
  • State tax information
  • Search by fund for foreign tax credit, distributions and other figures

Cost Basis Information

  • See which cost basis methods are available at Franklin Templeton Investments
  • Read about what you can expect at tax time
  • Learn if your account qualifies for cost basis reporting

Tax FAQs

  • What tax forms might I receive this year?
  • Do I need to report tax-exempt interest dividends?
  • Will I still receive a tax form if my dividends were less than $10?