Tax FAQs
Year-end tax forms and statements
When will 2025 tax forms be available?
Composite Form 1099
What is a Composite Form 1099?
When will a Composite Form 1099 be issued?
Can Composite Form 1099 be accessed online?
Form 1099-DIV
What is Form 1099-DIV?
When will a Form 1099-DIV be issued?
Will a Form 1099-DIV be issued if the dividends are reinvested?
Will a Form 1099-DIV be issued for tax-free funds?
Can Form 1099-DIV be accessed online?
Form 1099-B
What is Form 1099-B?
Can Form 1099-B be accessed online?
Cost basis reporting information
To learn more about cost basis reporting, visit our Cost basis information page.
Form 1099-Q
What is Form 1099-Q?
Can Form 1099-Q be accessed online?
Form 1099-R
What is Form 1099-R?
Can Form 1099-R be accessed online?
Form 5498
What is Form 5498?
Can Form 5498 be accessed online?
Form 5498-ESA
What Is Form 5498-ESA?
Can Form 5498-ESA be accessed online?
Form 1042-S
What is Form 1042-S?
Tax withholding for retirement accounts
Can state taxes be withheld from retirement distributions?
Tax-exempt income by jurisdiction
What is tax-exempt income by jurisdiction?
Where can tax-exempt income by jurisdiction for a fund be found?
What do residents of Indiana or Utah need to know?
Arizona-specific tax information
Where can information be found regarding if a portion of a fund's long-term capital gain distribution may be eligible for a partial subtraction from Arizona gross income?
Indiana-specific tax information
What is Indiana resident taxable income?
Where can Indiana taxable percentages for tax-free income funds be found?
Minnesota-specific tax information
What is Minnesota resident taxable income?
Where can tax-exempt income by source percentages for tax-free income funds be found?
Utah-specific tax information
What is Utah resident taxable income?
Where can Utah taxable percentages for tax-free income funds be found?
Direct US government obligation
What is a direct US government obligation?
What is the tax treatment of a direct US government obligation?
Where can the percentage of a fund's direct US government obligations be found?
Why is the percentage of income attributable to direct US government obligations so small for the Franklin U.S. Government Securities Fund?
Foreign source income and foreign tax paid
Important Information
The information contained in this tax center is not intended to be a complete discussion of all federal or state income tax requirements. This information cannot be used by an investor to avoid any income tax penalties that may be imposed under the Internal Revenue Code. Investors should seek advice from a financial and/or tax professional about the potential tax implications of their investments in Franklin Templeton and Putnam Investments fund(s) based on their individual circumstances.