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Tax season usually brings along a flood of paperwork and questions. To make tax preparation easier on you, Scottrade offers several tools to help you track your investments for reporting purposes. While we don't provide any tax, legal or investment advice, we're focused on keeping your investment information organized and accessible.
By accessing your Scottrade account, you'll find a variety of features that allow you to track and transfer your investment information. With Scottrade you can:
In addition to providing a full line of tools, Scottrade offers you up to 30% off TurboTax products to help you simplify your taxes at every step in the preparation process. Learn more about this special offer.
Scottrade is required to mail all tax documents to your address of record. Please review this chart for an overview of tax forms and mailing dates:
| Form | Due (Mailed) to Account Holder |
| Withholding Reminder Letter | December 30th |
| RMD statement | January 31st |
| 1099 [INT, DIV, MISC, B, R, & Q] | January 31st |
| REMIC & 1042s | March 17th |
| 5498-ESA | April 30th |
| 5498 | May 31st |
| If any date shown falls on a Saturday, Sunday or legal holiday the due date is the next business day. | |
For questions on Scottrade's tax tools or documents, please contact your local branch office.
Brokerage Products and Services offered by Scottrade, Inc. – Member FINRA and SIPC.
No information on this web site should be considered a recommendation or solicitation to invest in a particular security or type of security.
Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses are available through our trading site or through a Scottrade branch office. The prospectus should be read carefully before investing.
Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. Scottrade's margin agreement is available on our web site and at our branch offices; and contains the Margin Disclosure Statement and information on our lending policies, interest charges, and the risks associated with margin accounts. Options are not appropriate for all investors. Detailed information on our policies and the risks associated with options can be found in Scottrade's Options Application and Agreement, Brokerage Account Agreement, and Characteristics and Risks of Standardized Options (available from your local branch office or here). All option accounts require prior approval by Scottrade.
Market volatility, volume, and system availability may impact account access and trade execution.
Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.