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Go Paperless This Tax Season: E-Delivery of Documents

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February 8, 2018
e-delivery preferences for documents

2017 has come to an end and feels like a distant memory as you focus your time and energy on what's ahead, looking forward to everything 2018 has to offer you. You're running full steam ahead with those New Year's resolutions that are in full swing (that you are wholeheartedly committed to, right?) Okay, maybe not.

But here's the thing, the one rather large detail that's left to really shut the door on 2017 is…. ahem, filing your taxes. Sounds fun, right? Probably not, unless you're expecting that coveted refund from Uncle Sam. Lucky for you, at TD Ameritrade we're trying to take a little of the stress and anxiety out of filing season by introducing a new way to receive your tax documents.

Opt Out of Paper Delivery

Instead of receiving a physical copy of your forms via snail mail, you now have the option to receive your tax forms electronically. Having your documents delivered electronically potentially eliminates the risk of your personal information being intercepted via a physical copy.

Signing Up for E-Delivery

So how do you sign up for E-Delivery? It’s actually quite easy. Simply log in to your account at tdameritrade.com. You'll then hover over the Client Services > My Profile > Communication Preferences.

Choose communication preferences.

FIGURE 1: COMMUNICATION PREFERENCES.

A "Communication Preferences" tab is available with new choices to customize the types of communications clients receive from TD Ameritrade. For illustrative purposes only.

Next, select Edit and you'll be provided the option of how you would like to receive your monthly statements, trade confirmations, and tax documents. 

If you decide to receive your tax documents electronically, you'll then receive an email notification when your Consolidated 1099, 1099-R, 5498, or 1042-S forms are ready to be viewed.

Choose Paperless Delivery, Click Save.

FIGURE 2: SELECT PREFERENCES.

Once you've selected your delivery preferences, click Save. For illustrative purposes only.

If you choose to receive your tax documents electronically, you'll receive a message via your personal email once your documents are ready to be viewed. Once you've received this email, you can then log in to your account at tdameritrade.com, navigate to My Account > Tax Center, and download the forms as a PDF. Electronic documents are especially handy if you file through E-Filers, such as Turbo Tax, as you only need the Document ID located at the top right of your tax form to upload your information.

If you need any assistance in signing up, please give us a call at 800-669-3900. We're here 24/7/365 to assist!

TD Ameritrade does not provide tax advice. We suggest you consult with a tax-planning professional with regard to your personal circumstances.

Go Paperless

TD Ameritrade clients can sign up for electronic delivery of tax documents and stop receiving paper documents.

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