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​​​L​ooking​ for your tax forms?

If your account has dividends or transactions from 2023, your forms will be available on the following dates:​​

  • February 1: 1099-DIV, 1099-INT, 1099MISC, 1099NEC
  • February 15: 1099-B
  • March 15: 1042S

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 "Documents".

Employee plan participants can find them in the "Tax Forms and Documents" section of Employee Online

Be sure to check out our YouTube videos that walk you through both the 1099-DIV and 1099-B.​​​​​​​