Access your tax forms online

Sign on to your account via desktop or tablet

  1. Click Portfolio
  2. Click Statements & Docs
  3. From the Document Type drop-down menu, choose Tax Documents/1099s
    (If applicable, first select an open or closed/offline account.)
navigation screen shot
statement and doc screen

Tax Center

With tax planning throughout the year, you can help take the stress out of tax day and feel more confident.

2019 Tax Planning Tables (PDF)

These tables are a valuable tool to reference when considering planning strategies for the 2019 tax year.

Cost Basis Reporting

Understanding how your capital gains and losses are calculated is important to the implementation of your tax strategy.

Tax Treatment of Dividend Income

Why do investors find some dividend-paying investments attractive? Because the total return includes the dividend and any market-price appreciation.

2017 Tax Reform

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 DeadlineMailing/Form
January 31, 2019Market Value and RMD Information (Form 5498)
January 31, 2019Forms 1099-R and 1099-Q
January 31, 2019IRA 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-INT
Form 1099-OID
Form 1099-B
Form 1099-MISC
Form 1099-C
Form 1099-OID (REMIC)
Form 1099-B/
Form 1099-INT (WHMT)
April 15, 2019Schedule K-1
April 30, 2019Form 5498-ESA
May 31, 2019Form 5498