Computershare makes gathering your tax information and filing a little easier. All 1099-DIV and 1099-B forms are mailed out by mid-February at the latest. You can also access your tax forms digitally:

  • Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online
  • Shareholders can find them in the "Statements and Documents" section of Investor Center, or if you are not an Investor Center member you can use our Quick Access Hub and click the tile labeled "Tax Forms" which is available through April 15.

We've also prepared a number of helpful resources to assist you in filing your taxes.

1099 Forms

If your account had more than $10 in dividends or more than $20 in sales during the tax year, you received IRS Form 1099-DIV or 1099-B from Computershare. This form is required for filing your taxes. To help you navigate the form, check out the following guides:

Cost Basis

Cost basis is one of the trickiest things to figure out when working on the taxes for your investments. Our FAQ answers the important questions and provides definitions for all the various terms used in cost basis calculations:

As always, if you have any questions about your income taxes, you should consult with a tax professional.