Tax Forms

If options and other derivatives are a part of your portfolio, you should learn about the nuances of taxes on options trading. Here are five tax options to consider when tax planning.

Trade for a living? Get info to stay out of trouble with the IRS. Learn about mark-to-market and unique tax considerations that impact full-time traders’ bottom lines.

Tax return fraud seems to be worse amid stimulus payments and COVID-19 programs. Here are some tips for protecting yourself and taking quick action if suspicions rise.

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.

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.

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

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

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.