Tax Center

Find information you need for annual tax filing, including tax forms, worksheets, guides and FAQ.

Need a copy of your tax forms or statement?

Access your account online to get your latest documents.

Tax form schedule

Find out when your tax forms will be available and what information is reported.

2023 year-end distributions

View capital gains, dividends and return of capital for the prior year.

Tax news

Review announcements that may impact your tax filing:

Getting started

Access your tax forms

Learn how to access and download your statements and tax forms.

Tax deadlines for transactions

Review important federal deadlines for a transaction to occur within the current tax year.


Find answers to frequently asked questions about tax filing and account-specific taxation.

Tax tools

Interactive worksheets

Access worksheets to calculate possible state tax exclusions, foreign tax credits and other deductions.


Tax calculators

Find calculators for estimating the effects of taxes and inflation on investments, college savings projections and life expectancy factors used to calculate your required minimum distribution (RMD).


Import your tax information

Review guides for importing your tax information to H&R Block® and TurboTax®.


Go paperless and be notified as soon as your documents are available

Get your documents faster with paperless delivery — up to two weeks faster than you would by mail.


Additional tax resources

Direct deposit your tax refund

Learn how to have your tax refund deposited directly to one or more of your accounts/funds.

Form 8937: Report of organizational actions

See what funds had activity, such as a return of capital, that affected the basis of securities.

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This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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