Welcome to the Tax Center — The Place for Tax Questions and Answers

To help you prepare your taxes, we've provided a variety of resources and articles to answer your questions.


Browse our collection of articles about important tax-planning subjects.

Taxes are an important consideration for mutual fund investing. Learn about the different ways a mutual fund can generate income for you if you hold shares in a non-tax-qualified account.

Cost basis reporting regulations have changed, requiring mutual funds to report cost basis information to shareholders and the IRS. Read more to learn about cost basis reporting and find out how these changes affect you.

You can deposit your tax refund into one or more of your State Farm Mutual Funds® accounts directly. Follow these step-by-step instructions when you file your taxes.

There are so many ways you could spend your refund, but there might be better alternatives to consider.

A little planning at tax time may make a big difference in your retirement.

Risk Disclosures

Investing involves risk, including potential for loss.

An investor should consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

Before investing in a 529 plan, consider the plans investment objectives, risks, charges, and expenses. Contact the plan issuer for an official statement containing this and other information. Read it carefully.


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