Tax Forms
You can view and print annual tax forms for the last five years on the Tax screen. Note that tax forms are not required or generated for US corporations. Tax forms available on this page include:
- Individuals, joint account holders and trusts in the United States will have access to 1099 forms, a Gain Loss Report and a Dividend Report.
- Canadian individuals, primary joint account holders and trusts will have access to Forms T3, T5, and T5008 as well as a Dividend Report. Quebec residents will also receive a Form RL-3.
Notes for Some Canadian Accounts
Some Canadian accounts have two separate sets of 2013 tax forms that correspond to two separate accounts, one open account and one closed account. We only display the set of tax forms for one of those accounts on this page.
To see the tax forms for your other account, open the Account Selector and select the other account.
If you do not see the Account Selector, then you only have one set of tax forms.
- Non-US and non-Canadian individuals, primary joint account holders and trusts will receive Forms 1042S as well as a Dividend Report.
View and Print Tax Forms
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Click Performance & Reports > Tax Documents.
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Alternatively, click Menu in the top left corner > Reporting > Tax Documents
The Tax Reporting screen opens.
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If you have a multiple account structure such as an institution account or multiple linked accounts, use the Account Selector at the top of the page to select an account on which to report. To view tax forms for a closed account, select the Include Closed Accounts check box, and then select the closed account.
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Select the Tax Year for which you want to view tax forms. A list of available forms appears.
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Each form is available in different output formats (HTML, Excel or PDF). Select the appropriate format for the tax form you want to view and print.
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If prompted, save the form to your computer.
Note:When there are more than one tax form or tax statement available the Download All button will appear.