Tax Planning

Effective tax planning can help you save money and fine-tune your investment strategy. Arm yourself with the knowledge and tools you need to 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.

Tools & Resources

Use these calculators to determine
tax rates on your T. Rowe Price funds
for your specific tax situation.

Direct Deposit Your IRS Refund

Invest your IRS refund directly into a
T. Rowe Price IRA, mutual fund, or other account.

Tax Information Access and Calculators

Access Your Tax Information
Log in to view your tax information and accounts and your T. Rowe Price tax forms.
Morningstar^® IRA Calculator
Use this free tool to help determine how much you may contribute to an IRA, which type of IRA can work best for you, or whether or not you should convert to a Roth IRA.

Interact with other TurboTax users, tax experts, and TurboTax employees to find answers to thousands of product and tax questions.

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.