Tax Center

Information to Complete Taxes

Reporting Tax-Exempt Income and Special Tax Requirements

VP Funds

Tax Information for Your Clients

  • 2017 Tax Fast Facts
    A quick reference guide to federal income tax rates, capital gains tax, IRA and Retirement Plan limits, and estate and gift tax exemptions.
  • 2016 Tax Fast Facts
    A quick reference guide to federal income tax rates, capital gains tax, IRA and Retirement Plan limits, and estate and gift tax exemptions.
  • What the Changes to Cost Basis Mean to Your Clients
    Learn about new cost basis reporting rules and see hypothetical examples that you can share with your clients to illustrate different methods of calculating cost basis.
  • Cost Basis Video
    Use this video to help your clients understand the basics of cost basis.
  • How a Reverse Share Split Works
    Help answer questions your clients may have about reverse share splits.

IRS Forms