Series 480 tax forms are generated in two categories for Plenty members residing in Puerto Rico.

The Series 480.6A is issued to report any taxable dividends that have been received during the tax year, along with any realized capital gains or losses. It also reports any interest paid out on the cash in your account.

The Series 408.6D is issued to report any tax exempt dividends received in your taxable investment account.

From your sidebar, click on the gear icon (⚙️) in the bottom left to open your Settings. Any tax documents can be found under the “Documents” section.

Please note that Plenty does not give tax advice, and you should contact a tax professional with any tax questions, or if you need help filing your taxes.