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)
Do Not Sell or Share My Personal Information
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2023 Charles Schwab & Co. Inc. All rights reserved.