Tax Center Help

 

Where can I find the Tax Center on ShareBuilder?

Click on the ACCOUNTS tab and follow the orange bar to the right hand side of the page. Then, hover over the link to the Tax Center and click on either GAIN & LOSS TAX TOOL or 1099 TAX FORMS.

What will I find in the Tax Center?

1099 Tax Forms

Most tax forms (1099s) are available by February 15. This is the IRS deadline for brokerages to provide tax forms to their customers. Learn More

Gain & Loss Tax Tool

This super sweet tool lets you find cost basis for your open & closed positions.  It also lets you update your lot closing instructions. Learn More