Frequently asked questions

For information on tax forms (including availability), deadlines and tips, go to the tax center. Once they're available, your tax forms can be found in "Tax documents" on the "Statements & documents" page. You can reach this page from the side menu (the three-line icon in the upper-left) by choosing "Statements & documents." We've separated your tax documents by account category, so choose your investment account to see your tax forms.

You'll find your tax statements in "Tax documents" on the "Statements & documents" page. When signed in, you can reach this page from the side menu (the three-line icon in the upper-left) by choosing "Statements & documents." We've separated your tax documents by account category, so choose your investment account to see your tax forms. You can print any of the forms on this page.

For more information on tax forms, deadlines, and tips, go to the tax center.

For most individuals, the deadline to file their federal income tax return is typically April 15, unless the date falls on a weekend or holiday. Consult your own tax professional with any questions about your personal federal or state tax situation. Check out the tax center for other key dates and deadlines for 1099 forms, tax extensions, retirement contributions, and more.

Investment accounts can impact your taxes in several ways, depending on the type of account and the nature of your investments. For example, in taxable brokerage accounts, selling investments at a profit may result in capital gains, which could be subject to tax. Dividends and interest earned are typically reportable as income in the year received, and qualified dividends may be taxed at a lower rate than ordinary income. Investment losses might be used to offset gains, potentially reducing your taxable income.

You will generally receive tax documents (such as 1099 forms) from your investment provider to report on your tax return.