TAX CENTER

Cost Basis

Beginning January 2012, the Internal Revenue Service cost basis reporting regulations will take effect for mutual fund accounts. Please review the following documents for additional information on this mandate and how to calculate gains or losses on a redemption or exchange.
If a cost basis method is not elected, your account(s) will default to the Average Cost method.

If you have questions please contact your financial advisor or call us at 800-582-6959 (Monday-Friday, 8 am to 6 pm central time).