Buying and selling securities may be simple, but it takes time and research to understand how to report your transactions for tax purposes and how to factor potential tax liabilities into your investment strategy. Discover Firstrade's tax resources today!
Statements and FormsNeed help reading your Firstrade statements? You'll find everything you need here, along with mailing date information and links to your tax forms.
Tax PlanningUse the tools in this section to:
Tax TopicsLearn the basics about various tax situations and filing requirements.
|January 31, 2019||Forms 1099R and 1099 Q are released|
|February 15, 2019||Combined 1099 is released|
|April 15, 2019||IRS Tax filing deadline for tax year 2018|
|April 15, 2019||2018 Traditional & Roth IRA contribution deadline|
2019Below 50 yrs. old: $6,000
50 yrs. and older: $7,000
2018Below 50 yrs. old: $5,500
50 yrs. and older: $6,500
For more details, please visit the IRS website regarding contribution limits.
|Your age today|
|Your Contribution per Year|
|Age that you
want to retire
|Rate of Return (%)|
Firstrade Tax Tools Provided by GainsKeeper
Automate your account's tax reporting. Track capital gains, cost basis, losses and wash sales while generating IRS forms.