Documents & Taxes
How to access your documents for tax season and beyond.
- Does Plenty report my taxes?
- Where can I find tax documents related to Plenty?
- How can I find my account statements?
- Which tax forms can I expect to receive from Plenty?
- What do I do with the tax documents Plenty provides me?
- Do I owe taxes on my investments?
- Do I owe taxes on my dividends?
- How do I report investment income?
- Why am I receiving tax documents?
- When should I expect my tax documents?
- Can I access my tax documents and statements after I’ve closed my Plenty account?
- What is a Series 480 tax form?
- What is a Corrected Consolidated 1099?
- Why would I receive a Corrected Consolidated 1099 form?
- 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?
- How can I find my foreign-sourced income?