Tax Preparation Tools
Scottrade Can Help You This Tax Season
Tax season usually brings along a flood of paperwork and questions. To make tax preparation easier on you, Scottrade offers several tools to help you track your investments for reporting purposes. While we don't provide any tax, legal or investment advice, we're focused on keeping your investment information organized and accessible.
Tax Tools at Your Fingertips
By accessing your Scottrade account, you'll find a variety of features that allow you to track and transfer your investment information. With Scottrade you can:
- Track gains and losses with the GainsKeeper® portfolio tracking tools. GainsKeeper also adjusts your cost basis for stock splits, spin-offs, mergers and other corporation actions, plus identifies, calculates, defers and reverses wash sales.
- Transfer up to 12 months of account history into Microsoft Money or Intuit Quicken to track your Scottrade account's performance and help determine your cost basis.
- Transfer interest, dividend and closing transaction information from your 1099 directly into TurboTax®.
- Retrieve cost basis information for transactions dating back to the beginning of 1999.
In addition to providing a full line of tools, Scottrade offers you up to 30% off TurboTax products to help you simplify your taxes at every step in the preparation process. Learn more about this special offer.
Mailing Dates for Scottrade Tax Documents
Scottrade is required to mail all tax documents to your address of record. Please review this chart for an overview of tax forms and mailing dates:
| Form | Due (Mailed) to Account Holder |
| Withholding Reminder Letter | December 30th |
| RMD statement | January 31st |
| 1099 [INT, DIV, MISC, B, R, & Q] | January 31st |
| REMIC & 1042s | March 17th |
| 5498-ESA | April 30th |
| 5498 | May 31st |
| If any date shown falls on a Saturday, Sunday or legal holiday the due date is the next business day. | |
For questions on Scottrade's tax tools or documents, please contact your local branch office.