Tax Center


Capital Gains 
 Review a list of Federated funds paying capital gains.

 

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 investments 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.