Tax Center

Tax Center

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 & Forms

Need help reading your Firstrade statements? You’ll find everything you need here, along with mailing date information and links to your tax forms.

Tax Topics

Learn the basics about various tax situations and filing requirements.
Important Dates
Forms 1099R and 1099Q are releasedJanuary 31, 2024
Consolidated 1099 is releasedFebruary 15, 2024
1042-S is releasedMarch 15, 2024
IRS Tax filing deadline for tax year 2023April 15, 2024
5498-ESA is releasedApril 30, 2024
5498 is releasedMay 31, 2024

Calculate how much you can save for retirement

Contribution Limits

Below 50 yrs old:
50 yrs and older:
Below 50 yrs old:
50 yrs and older:
*For more details, please visit the IRS website regarding contribution limits.
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