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Individual Investor

Tax Center

Welcome to the Tax Center

  • Forms 1099-DIV, B, R and Q are now available for download. Login to view.
  • If you do not have an online account, you will receive your 2016 tax documents by U.S. mail. Register for an online account now. With an online account, you can choose to receive a notification via eDocs DirectSM as soon as your documents are available, eliminating the wait of receiving them via U.S. Mail.

  • If you have an online account, you will need to log in to view your personal tax documents. Once logged in, navigate to the “Statements” tab.

Keep in mind that the information provided in the Tax Center is neither tax nor legal advice. You should speak to your tax professional for specific information regarding your tax situation. Your financial advisor is also a good source for answers to your questions.

Log in to view your personal tax statements.

Foreign Taxes

FATCA, Form 1042-S Reporting, Form W-8, Foreign Taxes Paid (Form 1099-DIV).

Retirement or Education Savings Plans

Form W4-P, Tax Forms, IRA & Tax Planning Reference Guide, 529 College Savings Plan.

Cost Basis Reporting & Capital Gains

Form 1099-B, Capital Gains Distributions, Form 8937.

IRS Form W-9 (and W-8)

Information on completing and returning requested documentation for your account.

Tax Information – Forms, Guides, Calendar

Information and mail schedule for Forms 1099, 1042-S and 5498, and supplemental tax tables.

Frequently Asked Questions

Learn about Cost Basis Reporting, Capital Gains, and more.

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