- Tools /
- Tax Center
Tax Center
20% Discount on TurboTax® for Our Clients
We have partnered with Intuit, the makers of TurboTax, to offer our clients a 20% discount off the price of TurboTax Online.
- Forms 1099 are now online in the Tax Documents section, and are available for download into TurboTax.
- Read the latest on tax credits
- Estimate your 2009 taxes
- Figure the total value of your charitable donations
- Use TurboTax Free Tax Calculators & Tax Tips
Mutual Fund Partners' Tax Reports
- Alger Funds
- AllianceBernstein
- Allianz Funds
- American Funds
- Arrow Funds
- BlackRock Funds
- Calamos
- Calvert
- Cohen & Steers Funds
- Columbia Management
- Credit Suisse
- Davis Advisors
- Delaware Investments
- Diamond Hill Funds
- Domini
- Eagle Funds (formerly Heritage)
- Evergreen Investments
- Federated Funds
- Fidelity Funds
- FPA Funds
- Franklin Templeton
- Gabelli & GAMCO Funds
- GE Asset Management
- Goldman Sachs
- Harbor Funds
- The Hartford Mutual Funds
- Henderson
- High Mark Funds
- ING Funds
- Invesco/AIM
- Ivy Funds
- Janus Funds
- Jennison Dryden
- JP Morgan Funds
- Keeley Funds
- Kensington Funds
- Kinetics Asset Management
- Legg Mason
- Lord Abbett
- Mainstay Investments
- Managers Fund
- Manning & Napier
- Munder
- MFS
- Nationwide Funds
- Natixis
- Neuberger Berman
- North Track Funds (see High Mark Funds)
- Nuveen Investments
- Old Mutual Funds
- Olstein Funds
- OppenheimerFunds
- Pioneer Investments
- Principal Funds
- Putnam
- RiverSource Investments
- RS Funds
- Russell
- Rydex Investments
- Seligman
- Sentinel Funds
- Snow Funds
- Tamarack Funds (see Voyageur Asset Management)
- Thornburg Investments
- Touchstone Investments
- Transamerica
- Turner Investments
- Van Eck
- Van Kampen
- Victory Capital
- Virtus
- Voyageur Asset Management
- Wells Fargo Funds
TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.
Our firm and its affiliates are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
For more information, please contact your Financial Advisor.

