Tools and resources to make preparing your taxes a smooth experience.

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
  • 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 & Documents" section.
  • Dividend Distributions
    Find dividend distribution and capital gains information for T. Rowe Price mutual funds and portfolios in one location.
  • Learn More About Cost Basis
    Learn what you need to know about cost basis including covered and noncovered shares as well as choosing a cost basis method that best suits your needs.
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.
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.
T. Rowe Price does not guarantee that any information or content supplied by Intuit® or TurboTax products is accurate or complete, and T. Rowe Price does not make any warranties with regard to the results obtained by its use. T. Rowe Price disclaims any liability arising out of your use (or the results obtained from, or interpretations made as a result of, your use) of any Intuit software products or any information or content furnished by Intuit or TurboTax products. TurboTax products are developed by Intuit Inc. Intuit, TurboTax, TurboTax Online, and ItsDeductible®, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Used with permission.

T. Rowe Price and Intuit Inc. are not affiliated companies.