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Tax Center

Here is an overview of the commonly asked tax questions relating to investing in a mutual fund. 

  • Mutual Fund Shares Taxation
  • Tips to Reduce Your Tax Bill
  • Sale of Mutual Fund Shares
  • Mutual Fund Distributions
  • Cost Basis of Investment
  • Sale of Mutual Funds
  • Cost Basis Reporting: Impact on Shareholders
  • Choosing or changing a cost-basis method
  • Emergency Economic Stabilization Act of 2008
  • Cost Basis Options
  • Cost Basis: The Basics
  • Redemptions in a cost-basis World

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