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.

Understanding Capital Gains

Capital gains from funds could have potential tax consequences.

Find fund distributions and tax form information

Dividend Distributions

View dividend and capital gains distributions for T. Rowe Price mutual funds and ETFs 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.

Visit our Help Center for information on how to download tax forms into TurboTax® or H&R Block.®

Additional fund and tax information

 

Tax Preparation Resources

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.

 

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.

Tax Education

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

Get to know cost basis methods to determine the right one for your tax situation and investing style.

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.

Invest with flexibility

A general investing account can help you put your refund to work for all your goals, not just retirement. Enjoy flexible access with low fees and no penalties to access your money.

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.

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.

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.

TURBOTAX is a trademark of Intuit Inc., registered in the United States and other countries. All other trademarks are the property of their respective owners. Use does not imply endorsement, sponsorship, or affiliation of T. Rowe Price with any of the trademark owners.

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