Tax Center
Find the fund-specific tax information you'll need to help you complete IRS tax documents, including important information on account-specific tax forms. You can also access fund-specific tax forms such as Form 8937 and year-end Investment Company Institute (ICI) reports.
Fund-specific information
Learn about various account-specific tax forms and when they will be mailed to shareholders invested in Franklin Templeton and Putnam funds.
Find answers to frequently asked questions about tax forms, reporting and other information.
View current and historical Form 8937 documents, Investment Company Institute (ICI) supplemental tax information and Trust Tax Statements.
View December capital gains estimates (first round in late October and the second round in late November) or search by fund for historical distribution and capital gains information.
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.