Tax resources

One stop shop for a variety of tax-related articles.

Tax filing fact or myth? "Your brokerage account 1099 must be in the mail by January 31." Myth. Say what? That’s right, a consolidated 1099 should be postmarked by February 15… 

If you hold covered securities with tax-exempt original issue discount (OID), it will now be reported to the IRS on Form 1099-OID. TD Ameritrade won’t report tax-exempt OID for non-covered lots.

Wash sale tax reporting is complex. Here’s a short, simple summary of what wash sales are, where they apply, and who tracks what for tax purposes.

Maximize your tax savings with these tips.

Is your retirement account ready for year-end? Give it a checkup and find out.

An Individual Retirement Account (IRA) is a tax-favored vehicle used to set money aside for retirement. With a traditional IRA, you may be able to deduct your contributions from taxable income.

Get an understanding of corrected 1099s—and why you may be getting them.

If you’re not dependent on your dividend income, our Dividend Reinvestment Plan (DRIP) could potentially be a way to automatically grow your savings. Take a look.

This article is intended for option traders. Please excuse the option jargon! But even the savviest option traders can need a little help at tax time.

A wash sale can be one of the more confusing rules when it comes to reporting your capital gains. 

Managing investments for tax-efficiency is an important aspect of growing a portfolio.

Get all of your important tax filing forms, all in one convenient place.