Start your tax planning with these tax resources.
Effective tax planning can help you save money and fine-tune your investment strategy. Use the information in our Tax Planning Center to help you complete your taxes.

Tax Reform Takeaways

The new tax law highlights the importance of a flexible investing strategy.

Find mutual fund distributions and tax form information
Dividend Distributions

View dividend and capital gains distributions for T. Rowe Price mutual funds for current and previous tax years.

Find tax forms

Find the mailing dates for T. Rowe Price tax information and log in to view your tax forms online.

Additional mutual fund and tax information

 

Prepare your taxes

To help you prepare your taxes, we provide a variety of general tax information and information specific to your T. Rowe Price funds. With the proper tools, tax preparation can be smooth sailing.

 

Review fund-specific tax and reclassification information

View information on interest on U.S. government securities, qualified dividend income percentages, reclassifications, and more for both individuals and corporations to help you prepare your taxes.

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.

Tax strategies for your estate

 

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.

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.

Learn more about taxes

Read about tax topics that may be helpful in preparing your taxes and planning for future tax years.

Learn more about these cost basis 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.

Internal Revenue Service Circular 230 Notice
The information, including all linked pages and documents, on T. Rowe Price Web sites is not intended to be tax advice and cannot be used to avoid any tax penalties. You should consult your own tax advisor. Please see Legal Information for more details.