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.
See our report for investment strategies to consider in the current tax environment to help reduce your tax liability.
See a comprehensive overview of the tax law changes.