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.
T. Rowe Price Tax Information
- Tax Information Mailing Schedule
View mail dates for T. Rowe Price tax statements, forms, and packages necessary for your tax planning.
- 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.
IRS Tax Information
- 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.
T. Rowe Price Tax Maximizers, Assistance, and Tools
- 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 yourT. 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.
- Tax Planning Tools & Resources
Use these worksheets and other resources for more efficient tax planning and completion of your taxes.
The information and content provided by Intuit® is continuously available through a feed into T. Rowe Price’s Web site. T. Rowe Price has not been involved in the preparation of the content provided by Intuit and does not explicitly or implicitly endorse or approve such content. In addition, T. Rowe Price does not alter or change such content because it is provided through the Intuit Web site. T. Rowe Price cannot guarantee that the information and content supplied is accurate, complete, or timely.
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