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 For Your Tax Returns

  • U.S. Government Interest Income
  • 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

  • I have a retirement account. What tax forms might I receive this year?
  • What tax forms will I receive?
  • My dividends were less than $10. Will I still receive a tax form?