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.

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.

Direct Deposit Your Tax Refund

Invest your tax refund directly into a
T. Rowe Price mutual fund account.

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.