Franklin Templeton Investments
Public Site >Sign In  | Register
My Cart
My Cart Summary
Mandatory items may have been added.

<GAIN FROM OUR PERSPECTIVE>

Products & Services

Find a Fund

By fund name, fund number, NASDAQ symbol or CUSIP

View All Funds

Asset Categories


Fund Families


Frequently Asked Questions

Please select a category.

Answers to Common Questions About Cost Basis Reporting

The Internal Revenue Service (IRS) requires Franklin Templeton, and other mutual fund companies, to provide cost basis information to both shareholders and the IRS when certain mutual fund shares acquired on or after January 1, 2012, are sold or exchanged.

Below are answers to some common questions about cost basis reporting and the impact these reporting requirements will have on your Franklin Templeton account(s).

Important Legal 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 advisor about the potential tax implications of their investments in Franklin Templeton fund(s) based on their individual circumstances.

You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.




    For U.S. residents only.