Start your tax planning with these tax resources.
Investments like stocks, bonds, and mutual funds put your money to work. But they come with a potentially time-consuming and costly trade-off: taxes.

We're here to help. Learn how tax planning can lower your payments to the IRS and access tax resources. Take advantage of online tools and forms to help you check off your tax checklist so you can arrive at April 15 stress-free.

Tax Reform

What It Could Mean to You

Choose wisely

If lower taxes are important to you, you can structure your investment portfolio to achieve this goal. Some accounts have tax benefits, and some investments are designed specifically for tax efficiency.

Informed tax planning can make a big difference in the amount of taxes you pay, both on the money you’re relying on now and the money you’re passing on to your loved ones.

Prepare your taxes

Few people really look forward to preparing their federal and state taxes. But the resources and guidance available here, all in one place, can make the job easier. You’ll find tax rates, tax calculators, guidance for dividends and the AMT tax, and online PDFs of your own fund-specific tax forms.

Act now

Ready to start preparing your federal and state taxes? We’re ready for you, with online resources to save you time and reduce your frustrations.


Find tax forms

From notices of reclassifications to reports on qualified and tax-exempt dividends, you’ll find the 1099 forms you’ll need for federal and state reporting.


Get tax tools

Make the journey to the annual tax deadline an easier one with one-stop access to TurboTax, the TurboTax calculator, H&R Block, and more.


Review fund specific tax information

Know what to look for on the Forms 1099-DIV, 1099-B, 1099-R, and other tax forms sent in late January or early February.

Invest more

Ready to make your money work even more for you? Explore options for the refund you get this year and funds that may help your earnings grow.

Reinvest now


When you file your tax returns electronically, you can get your refund in as little as 10 days. And when you use T. Rowe Price’s direct deposit tool, you can send this money directly to one or more mutual funds.

Consider a tax-efficient fund


If you’re interested in maximizing after-tax returns and long-term capital growth potential, we may have a mutual fund for you.

Cost basis methods

Reflecting the price paid for an asset or investment, cost basis is used to determine the taxable gain or loss of an asset when it is sold. The IRS allows three methods for determining the cost basis:

  • First-In, First-Out (FIFO)
  • Average Cost
  • Specific Identification

Learn more about these calculation methods to determine the right one for your tax situation and investing style.

All investments are subject to market risk, including the possible loss of principal.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice. This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.