Tax forms for accounts held directly with Franklin Templeton and Putnam Investments
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2025 Franklin Templeton and Putnam Investments tax forms schedule
Important note regarding Form 1099-DIV and Form 1099-B reporting: Putnam shareholders will receive separate Forms 1099-DIV and 1099-B, while Franklin Templeton shareholders will usually receive the two forms combined into a Composite Form 1099.
| Tax Form | Online Posting1 (Dates are Subject to Change) |
IRS Deadline for Mailing2 |
|---|---|---|
| Form 1099-Q | January 28 | January 31 |
| Form 1099-R | January 28 | January 31 |
| Form 1099-DIV3: Putnam | January 28 | January 31 |
| Form 1099-B3: Putnam | January 28 | January 31 |
| Form 5498-ESA: Putnam | January 28 | April 30 |
| Form 5498: Putnam | January 28 | May 31 |
| Composite Form 10993: Franklin Templeton | February 11 | February 15 |
| Form 1042-S | March 15 | March 15 |
| Form 5498-ESA: Franklin Templeton | April 25 | April 30 |
| Subsequent Form 5498-ESA: Putnam | April 30 | April 30 |
| Form 5498: Franklin Templeton | May 27 | May 31 |
| Subsequent Form 5498: Putnam | May 29 | May 31 |
- All forms will be posted by their respective IRS deadlines.
Physical tax forms will be mailed within six calendar days of the online posting date but no later than the IRS deadline. - If the mailing date falls on a weekend or holiday, the deadline is usually the next business day.
- A shareholder may receive an updated and separate Form 1099-B if there are any monetary adjustments to their account after their original tax form was posted. Those will be mailed no later than the IRS deadline of February 15.
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.
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