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Tax Reporting: How to Access Tax Forms

How can I get my Tax Forms?

 

 

To access and print your tax forms (Forms 1099, 1099-R, 5498, etc.), simply:

 

Log into Account Management

> Click Reports

> Tax Forms

 

Log in to Account Management with your PT username and password, and select Tax Forms. The Reports tab is located on the main menu.


PT recommends that you print your year-end statement, dividend report and Form 8949 worksheet for detail of information not reported to the IRS, but which may be necessary to prepare your federal income tax return.

 

 

When will my tax forms be available?

Check out our Tax Reports & Dates page to see when your tax forms and reports will be available.

 

 

Quick Tip:

PT recommends that you print your year-end statement, dividend report and Form 8949 worksheet. Although these forms are not reported to the IRS, they may still be necessary in order to prepare your federal income tax return.

  

 

 

Circular 230 Notice:

Important: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

 

 

 

Please Note:  


No Tax Advice Offered:  

Neither Place Trade Financial, Inc., its employees or any associated independent contractors/independent representatives offer tax advice in any form. The information on this website is for discussion and information purposes only. Nothing contained herein should be considered as an offer to buy or sell any security, securities product or service. Nothing herein or any other written or verbal correspondence should be considered as tax advice. 

Place Trade Financial, Inc. does not provide tax advice to full service or online trading clients/accounts, online institutional clients/accounts or any other individual or account at any time.  Please speak with your own personal tax advisor, CPA and/or tax attorney prior to making tax-related decisions.

 

 

Tax FAQs

Please Note:

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in these FAQs were not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.

IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

 

Call us today at 1-800-50- PLACE or 1-919-719-7200 for more information!

 

Call us if you are frustrated with your current firm's 1099 issues or if you are simply searching for an investing partner who has your best interests in mind!

 

Tax Information and Reporting ~ US Person or Entity ~ Initial Data & Data Collection


 

 

 

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