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.

Check your eligibility to save with a Traditional and/or Roth IRA based on rules found in the Internal Revenue Code (IRC). To learn more visit IRA Eligibility.

If you have too much withheld, it’s like making an interest-free loan to Uncle Sam. If you have too little withheld, it may mean you’ll have to pay more and, possibly, a penalty when you file your return.

An IRS Tax Withholding Estimator is available to help you project your tax bill and adjust your withholding, if needed. And don’t forget about your state income tax payments. Many states require quarterly tax payments if your withholding will not cover your tax bill.