Reduce your carbon footprint and clear out your filing cabinet. Going paperless with e-delivery of your tax forms can streamline your tax season.
Tax season is just a few months away, and now’s the time to start preparing. Before all that mail starts arriving, TD Ameritrade clients can consider switching to e-delivery instead of paper forms and statements.
Getting hard copies of your records is so 20th century. There are multiple reasons to switch to paperless tax forms, and it’s a snap to swap to e-delivery. TD Ameritrade clients can log in to tdameritrade.com and edit their communication preferences (see figure 1). Having trouble? A TD Ameritrade Financial Consultant can help you change your delivery method settings.
Darci Jensen, senior manager, tax solutions for TD Ameritrade Clearing, offered seven reasons to use e-delivery for tax forms and statements.
So sign up today for paperless tax documents and statements. It’s more convenient, makes document storage easier to manage, and offers greater security.
TD Ameritrade does not provide tax advice. We suggest consulting with a tax-planning professional with regard to your personal circumstances.
TD Ameritrade clients can sign up for electronic delivery of tax documents and stop receiving paper documents.
Set your document delivery preferences here (requires login)
Debbie Carlson is not a representative of TD Ameritrade, Inc. The material, views, and opinions expressed in this article are solely those of the author and may not be reflective of those held by TD Ameritrade, Inc.
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