- Individuals, joint account holders and trusts in the United States will have access to 1099 forms, a Gain Loss Report and a Dividend Report.
- Canadian individuals, primary joint account holders and trusts will have access to Forms T3, T5, and T5008 as well as a Dividend Report. Quebec residents will also receive a Form RL-3.
To view and print tax forms:
Please login to Account Management: Account Management
- Click Reports > Tax > Tax Forms.
If you have a multiple account structure such as an institution account or multiple linked accounts, use the Account Selector at the top of the page to select an account on which to report. To view tax forms for a closed account, select the Include Closed Accounts check box, and then select the closed account.
The Account Selector is closed once you select an account. To change the selected account, click the tab to open the Account Selector, and then click a different account.
- For each tax form you want to view, select the year and display format (HTML/Web or MS Excel), then click View Form or View Report.
Here is an example of the Tax Forms page. The Tax Forms page for your account may have different forms available.