Tax Center

To 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.)

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.