Tax Forms

Two COVID-19 stimulus bills plus new tax deductions make the 2020 tax year different. Understand these changes and how they impact your income tax before you file.

Ready to start your 2020 tax preparation? Keep these five things in mind and refer to the checklist as you prepare.

If you’re going to be 65 at the start of 2021, you’ll be able to file your taxes with Form 1040-SR. Here are some reasons this form might be a good choice for you.

Am I getting a 1099 from TD Ameritrade, and if so, when? Our call centers field this question countless times each January. Now you can sign up to receive this info via text and push notification.

Tax planning as the year’s end approaches? Traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could affect taxes.

Tax refund time can seem like a bonanza, but it’s not free money. It’s your money, and you’ve been loaning it, interest free, to Uncle Sam.

Reduce your carbon footprint and clear out your filing cabinet. Going paperless with e-delivery of your tax forms can streamline your tax season.

Yay! You have interest income but what about the taxes on the interest income? Learn about taxable interest from TD Ameritrade.

Still working on your 2017 taxes? TD Ameritrade can help you understand how to file a tax extension, the tax extension deadline, and how long a tax extension is good for.

Publicly traded or private partnerships within the IRA can create UBTI or unrelated business taxable income. Learn how to report this information when filing taxes.

Learn what a tax deduction is, what items may be tax-deductible, and more tax basics you can use to potentially reduce your taxes.

It's tax season. If this is your first year, you have a lot to learn about how to file your taxes. Learn tips, tricks, and how-to at TD Ameritrade.

Introducing Electronic Delivery Tax Documents at TD Ameritrade. Learn more about your document delivery preferences.

If options and other derivatives are a part of your portfolio, you should learn about the nuances of taxes on options trading, from the Ticker Tape by TD Ameritrade.

Dividend Reinvestment Plan (DRiP) is the process of automatically reinvesting dividends received into additional whole and fractional shares of the company.

Be aware of special tax rules such as gains, losses, and mark-to-market rules for traders and those who invest in certain derivatives.

As the new year begins, it’s time once again to prepare for tax season. Here are five tips to help.

Trading for a living? Learn the unique tax considerations that impact full-time traders’ bottom lines.

The IRS three-year rule generally dictates how long you should curate your tax record clutter. Home-related records are one of the exceptions—plan to keep most of these documents, or an electronic record, as long as you live there.

As new IRS rules on IRA rollover distributions take effect in 2015, it’s important investors understand the implications for taxes and retirement planning.