Scottrade Products & Services

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.

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Tax Season Support From Scottrade Customers receive up to 30% off TurboTax® tax preparation products.


Brokerage Products and Services offered by Scottrade, Inc. – Member FINRA and SIPC.

No information on this web site should be considered a recommendation or solicitation to invest in a particular security or type of security.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses are available through our trading site or through a Scottrade branch office. The prospectus should be read carefully before investing.

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. Scottrade's margin agreement is available on our web site and at our branch offices; and contains the Margin Disclosure Statement and information on our lending policies, interest charges, and the risks associated with margin accounts. Options are not appropriate for all investors. Detailed information on our policies and the risks associated with options can be found in Scottrade's Options Application and Agreement, Brokerage Account Agreement, and Characteristics and Risks of Standardized Options (available from your local branch office or here). All option accounts require prior approval by Scottrade.

Market volatility, volume, and system availability may impact account access and trade execution.

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.