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Taxes and Documents

Tax Questions? Find answers here!

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Taxes and Documents

Common Tax Questions

What tax documents will I receive?
Why didn’t I receive a tax document?
How do I access my tax documents if my account is closed?
How are dividends taxed?
How are exercises, assignments, and rolling trades taxed?
Why did I receive a corrected 1099?

Downloading Your Tax Documents

How do I access my tax document?

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