Access your tax forms online
Sign on to your account via desktop or tablet
- Click Portfolio
- Click Statements & Docs
- From the Document Type drop-down menu, choose Tax Documents/1099s
(If applicable, first select an open or closed/offline account.)
With tax planning throughout the year, you can help take the stress out of tax day and feel more confident.
These tables are a valuable tool to reference when considering planning strategies for the 2019 tax year.
Understanding how your capital gains and losses are calculated is important to the implementation of your tax strategy.
Why do investors find some dividend-paying investments attractive? Because the total return includes the dividend and any market-price appreciation.
The new tax law encompasses the most comprehensive tax reform in 30 years. Read recent developments.
Mailing schedule for 2018 tax documents
|Mailed on or before IRS Mailing Deadline||Mailing/Form|
|January 31, 2019||Market Value and RMD Information (Form 5498)|
|January 31, 2019||Forms 1099-R and 1099-Q|
|January 31, 2019||IRA Corrected Valuations (for accounts with no December Statement)|
|February 15, 2019
In some instances, you may receive an amended version for your account when additional income or distribution information was provided after the original mailing deadline.
|Consolidated Statement & Form 1099-DIV
Form 1099-OID (REMIC)
Form 1099-INT (WHMT)
|April 15, 2019||Schedule K-1|
|April 30, 2019||Form 5498-ESA|
|May 31, 2019||Form 5498|