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Tax Center

How do I access my tax forms online?

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.

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