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.
- Tax Information Mailing Schedule
View mail dates for T. Rowe Price tax statements, forms, and packages necessary for your tax planning.
- Access Issued Tax Forms
View up to seven years of your issued tax forms. Just log in to your account and choose Tax Forms in the "Statements & Records" section.
- Dividend Distributions
Find dividend distribution and capital gains information for T. Rowe Price mutual funds and portfolios in one location.
- Fund-Specific Tax and Reclassification Information for T. Rowe Price Funds
This fund-specific tax, tax-exemption, and reclassification information on T. Rowe Price taxable and tax-free funds can help in the preparation of your taxes and assist you in tax planning.
- Tax Rate Schedule
Find your federal tax rate based on your income level and whether you are filing singly or jointly, for current and previous years.
- Tax Forms
View IRS tax form samples for different types of investments.
- Direct Deposit Your IRS Refund
Invest your tax refund directly into a T. Rowe Price Individual Retirement Account, mutual fund, or other account to maximize your savings the easy way.
- Tax Planning Insights
Useful at-a-glance tax information and Q&A to help you prepare your taxes for your T. Rowe Price mutual funds and accounts.
- Importing T. Rowe Price Tax Information into TurboTax®
Automatically import data from T. Rowe Price individual mutual fund accounts, IRAs, and Brokerage accounts into your TurboTax return.
- Importing T. Rowe Price Tax Information into H&R Block At HomeTM
Automatically import data from T. Rowe Price individual mutual fund accounts, IRAs, and Brokerage accounts into your H&R Block At Home return.
- Tax Planning Tools & Resources
Use these worksheets and other resources for more efficient tax planning and completion of your taxes.
T. Rowe Price and Intuit Inc. are not affiliated companies.