Documents & Taxes
How to access your documents for tax season and beyond.
- Does Plenty report my taxes?
- Do I owe taxes on my investments?
- Do I owe taxes on my dividends?
- How do I report investment income?
- Does Plenty provide account statements?
- Where are my account statements?
- Will I receive tax documents?
- What tax forms will I receive?
- Why am I receiving tax documents?
- Where are my tax documents?
- When should I expect my tax documents?
- What do I do with the tax documents Plenty provides me?
- Where can I access my tax documents after I close an account?
- Do I have to pay taxes on money I withdraw from Plenty?
- What is a 1099? And what is a consolidated 1099?
- What is a 1099-B?
- What is a Corrected Consolidated 1099?
- Why will I receive a Corrected Consolidated Form 1099?
- Why did I not receive a 1099-DIV even though I received dividends?
- Why did I not receive a 1099-INT even though I received interest?
- How can I find my U.S. Government interest income?
- How can I find my state-specific municipal bond ETF interest?
- What is a Series 480 tax form?
- Where do I report my foreign-sourced income?