TD Ameritrade

Tax Resources

Tax resources

Check out our extensive archive of articles, tools, and tax calculators to help you prepare your taxes this year and evaluate potential tax implications of future investment decisions. Plus, if you’re interested in using TurboTax® to file your taxes, remember all TD Ameritrade clients get exclusive savings.

The Ticker Tape

One stop shop for a variety of tax-related articles.
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1099 Deadline Myth Buster

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… 
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Form 1099 OID - Original Issue Discount

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.
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Wash Sales

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.
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It's Tax Time Again! Six Tips to Max Tax Savings

Is your retirement account ready for year-end? Give it a checkup and find out.
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Late-Year Retirement Checkups = Great. Automating? Even Better

Is your retirement account ready for year-end? Give it a checkup and find out.
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Tax Liability in an IRA? Never Say Never

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.
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Tax Myth Buster: Corrected 1099s

Get an understanding of corrected 1099s—and why you may be getting them.
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It's Harvest Time: Potentially Grow Your Savings Using DRIP

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.
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Understanding Options Tax Reporting Info on Your 1099-B

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.
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Wash Sale Rule Video

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

Managing investments for tax-efficiency is an important aspect of growing a portfolio.
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IRS and Tax Forms

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