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Tax Center


Capital Gains
Looking for capital gains for specific funds? Find them all here:

 

Year-End Tax Statements
Follow these steps to find and print dividends and capital gains for individual Federated funds:

  • Select from our fund list, or use the search box to find your fund by name, symbol or CUSIP 
  • Click on the "Distributions and Tax Info" tab (See an example).
  • Click the calendar icon and set the date to the tax year
  • To print, click the printer icon in the upper right

 

Cost Basis Resource Center
Cost basis is the purchase price of a mutual fund, less any sales charge, plus reinvested dividends and capital gains distributions. Need to learn more about it, and how it factors into a tax return?

Visit our Cost Basis Resource Center.

Tax-Advantaged Products

Interested in invetments that may help you keep more of what you earn? Take a look at these options:

We're here to help.

Tax season has a way of sneaking up on you. That's why we created this year-round resource center for investors and advisors. It compiles our best tax resources, providing quick and convenient access to the tools and information you need to prepare your tax return.

Something missing? Please let us know if you can't find what you need, or if you have a suggestion to make this page better.

Prepare & File Returns