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.

Overview of Mutual Fund Taxation

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 Options

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.

Use Your Refund Wisely

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

Directly Deposit Your Tax Refund

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.

Tax Season IRA Tips

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

Risk Disclosures

Securities issued by State Farm VP Management Corp and The State Farm College Savings Plan (the "Plan") is available through registered representatives of State Farm VP Management Corp. For more information, call 800-447-4930.

Neither State Farm® nor its agents provide tax or legal advice.


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  • May Lose Value