To access your tax forms, please log in to My Accounts. Regulations require brokers and mutual fund companies to provide cost basis reporting to the IRS for mutual fund shares acquired after January 1, 2012.
What happens to Putnam funds at the end of the year?
At year-end, it is sometimes necessary for Putnam to adjust a fund’s distributions to properly reflect the fund’s actual taxable income and capital gain for the year. This process is known as reallocation. For example, in some cases a fund must reallocate ordinary dividends (short-term capital gains) to long-term capital gains.
What is Putnam Mutual Fund consolidated Form 1099-B?
Putnam’s consolidated Form 1099-B lists all sell or exchange transactions from your non-Money Market mutual fund shares. Form 1099-B also reports any federal income tax withheld because of the backup withholding requirements. This information is being furnished to the Internal Revenue Service (IRS), except as indicated.
How is the Putnam dividends received deduction calculated?
Dividends-Received Deduction for Corporate Shareholders Putnam calculates the percentage of each fund’s Qualifying Dividends eligible for the corporate dividends received deduction. Corporate shareholders may contact us for this information.
How to find property taxes in Putnam County NY?
See what the tax bill is for any Putnam County, NY property by simply typing its address into a search bar! See Putnam County, NY tax rates, tax exemptions for any property, the tax assessment history for the past years, and more. Are You Paying too Much in Property Taxes?
Where can I get my federal tax ID number?
Apply for an EIN with the IRS assistance tool. It will guide you through questions and ask for your name, social security number, address, and your “Doing Business As” (DBA) name. Your nine-digit federal tax ID becomes available immediately upon verification. What’s your number?
How can I find out more about my Putnam account?
For more information about your Putnam account, you may call a customer service representative at 1-800-225-1581. By logging in to the Individual Investor site, you have access to the Account Summary and, upon selecting a registration, the Daily Statements page. From this page you can:
