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Help Center
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Deposit & Funding
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Getting Started
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Open an Account
Open an Account
Tax Information
International Accounts
(4)
Form 1042-S Guide (for international accounts)
Taxes FAQ for International Accounts
Tax Reconciliation for Internatinal Accounts
Tax Withholding Rates for International Customers
Tax Form Guides
(1)
Consolidated 1099 Guide
Tax Center & Documents
(4)
Tax Center Location
Tax Form Calendar
Which tax forms can I expect?
Tax Form Corrections
Data Imports/Exports
(6)
How to Import Data to TurboTax
How to Import Data to H&R Block Tax Software
How to Import Data into TaxAct
How to Import Data to TradeLog
Employer Identification Number (EIN) Location
Where do I download my Year-to-Date data? (1040-ES)
Tax Treatment & Rules
(8)
Tax Lots (FIFO & LIFO)
$0.00 Cost Basis on Short Equity Options
Wash Sales/Disallowed Loss
Total Commissions & Fee on Tax Forms
Short-Term vs. Long-Term and 1256 Contracts
Taxes on options exercises, assignments, and rolls
How to Report Section 1256 Contracts (Futures and Cash-Settled Index Options)
How are Dividends Taxed?
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