Viewing Tax Statements & Records

The Tax Statements page is your central resource for tax forms generated by Scottrade for your account. To reach this page, log in to your Scottrade account and click the My Account tab. Then click Account History from the left navigation menu and choose the Tax Statements tab near the top.

Tax forms from the last 7 years are available online. To view your tax forms, click the PDF link for the tax form category and year of interest. If a tax form was not generated for your account in the year you selected, an explanation will be displayed.

To determine when a form will become available, find the availability schedule in the 1099 FAQs link within the Advanced Help box.

The information and content provided in the Scottrade® Knowledge Center is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. Scottrade, Inc. and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.