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Account Access Account forms Fund literature Account services Tax information
Investing basics Investing 201
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Account Access Account forms Fund literature Account services Tax information
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i_spacer.gif i_spacer.gif Distributions i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_spacer.gif Cap gains rates and forms i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_spacer.gif Determining cost basis i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_spacer.gif Dividends i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Tax forms i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif State tax information i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif Tax-free funds and AMT i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif Roth IRA recharacterizations i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Foreign tax i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Invest your refund i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Import your tax information i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Frequently asked questions i_spacer.gif i_spacer.gif i_spacer.gif

Distributions


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Capital gains

  • Details on reporting capital gains — Including instructions on filling in forms for both short- and long-term capital gains
  • Determining cost basis — Explanation of "cost basis" and how to calculate it to determine whether you have a capital gain or loss on shares you sold or exchanged

Dividends

A note about ordinary and qualified dividends, including information on tax forms and tax rates.

The information contained in the Tax Center is not intended to be legal or tax advice. Please consult a tax advisor if you need assistance preparing your tax return.

Information may be abridged and therefore incomplete. Any discussion pertaining to taxes in this communication (including attachments) may be part of the promotion or marketing of a product. As provided for in government regulations, advice (if any) related to federal taxes that is contained in this communication (including attachments) is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Individuals should seek advice based on their own particular circumstances from an independent tax advisor.

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