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Tax Center

Sign on to access tax forms online

From your desktop or tablet:
1. Click Portfolio and then Statements & Docs.
2. From the Document Type drop-down menu, choose Tax Documents/1099s.

From your mobile phone:
1. Select your investment account.
2. From the main menu, select Statements & Docs.
3. From the Document Type drop-down menu, choose Tax Documents/1099s.

Resources

The IRS has extended through May 17, 2021 the deadline to file individual income tax returns and make tax payments for the 2020 tax year. This also extends the deadline for 2020 contributions to a Traditional IRA, Roth IRA, Coverdell Education Savings Account, or Health Savings Account. The IRS did not extend the April 15 deadline for 2021 first quarter estimated tax payments. Additionally, state tax deadlines may remain unchanged. Please consult your tax advisor for more information.

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