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.)
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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.

Tax strategies for higher-income taxpayers (PDF)

See our report for investment strategies to consider in the current tax environment to help reduce your tax liability.

2017 Tax Reform (PDF)

See a comprehensive overview of the tax law changes.