Tax Planning

Effective tax planning can help you save money and fine-tune your investment strategy. Our tools and information can help you complete your taxes accurately and on time.

Tax Preparation Center

Dividend Distributions

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

Prepare Your Taxes

Find tax-related information on T. Rowe Price funds, including important tax dates and other helpful information.

Learn More

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

Tax Forms

Find the availability date for tax forms, see sample tax forms, and log in to view your T. Rowe Price tax forms and accounts.

Corporate Actions

View Form 8937–Report of Organizational Actions Affecting Basis of Securities for information related to corporate actions, including items such as mergers, fund liquidations, and reclassifications that impact cost basis.

Corporate Actions

Maximize Your Savings and Deductions

Use Direct Deposit to invest your tax refund into a T. Rowe Price mutual fund account.
Contribute to your Current IRA and increase your retirement savings.
Open an IRA to start saving for your retirement now.
Open a College Savings Account as an easy and low-cost way to save for education.
Open a Program for Charitable Giving^sm Account – an efficient and effective means for initiating, growing, and distributing charitable gifts.

Tax News and Information

Get the latest tax-related information.

Tools & Resources

Use these calculators to determine how much to contribute to an IRA or which IRA is best for you and to determine tax rates on your T. Rowe Price funds for your specific tax situation.

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.

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