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Tax Center

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.

Foreign Taxes

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

Foreign Shareholders Tax Forms

Foreign Shareholders Tax Forms

Foreign Account Tax Compliance Act (FATCA)

Foreign Account Tax Compliance Act (FATCA)

Form W-9 Documentation of Investors (and W-8)

Form W-9 Documentation of Investors (and W-8)

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Retirement or Education Savings Plans

Retirement and 529 College Savings Plans

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Form W-4P

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

Tax Information – Forms, Guides, Calendar

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

Retail Account Tax Forms

General information and mailing schedule for your federal Form 1099s, 1042-S and 5498 tax forms.

Educational Savings Account Tax Forms

General information and mailing schedule for your federal Form 1099s, 1042-S and 5498 tax forms.

Cost Basis Tax Reporting & Capital Gains

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

Organizational Actions

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

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Retirement Account Tax Forms

Retirement Account Tax Forms

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Foreign Shareholders Tax Forms

Foreign Shareholders Tax Forms

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Year-End Tax Tables

Year-End Tax Tables

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