Broker Check

603.319.8546

Tax Filing Information


A Few Helpful Tidbits:

  • Annual statements do not count as official tax reporting.
  • Employers must deliver W-2 forms to their employees by January 31st.
  • The deadline to file individual tax returns is Wednesday, April 15th.
  • Scroll down to view the various types of tax forms below.
Accessing Your LPL Accounts:

Accessing Your LPL Accounts:

If you have an existing login, click on the link below to access your tax documents.

https://myaccountviewonline.com/login/

  • Once logged in, you will see a document icon on the left-hand side.
  • Click on “tax forms”
  • Confirm that the tax year is set “2025”. All available documents will be visible on this page.

For first-time logins, contact Joelle at joelle.hogan@lpl.com to establish your credentials.            


Tax Forms

Retirement Accounts


1099-R Form

Generated when you take a withdrawal from an IRA, profit sharing, retirement plan or annuity.

Reports gross amounts and tax withholdings from distributions.

You will only receive this if you took a distribution from your retirement account.

Qualified charitable distributions (QCD's) will still generate a 1099-R form to you.

Non-Retirement Accounts

1099-B Form

Generated when you sell and/or exchange shares during the year in a non-retirement account.

Reflects gross proceeds for redemptions or exchanges.

1099-DIV Form

Reports dividend and capital gain distributions regardless of if they were paid in cash or reinvested.

If you have mutual funds in your non-retirement (taxable) account, you could be subject to these distributions.  

Long-term capital gain distributions are taxed at long-term capital gains tax rates; distributions from short-term capital gains and net investment income (interest and dividends) are taxed as dividends at ordinary income tax rates.

529 Plans


1099-Q Form

Reports withdrawals from 529 plan accounts.


All 529 withdrawals are reported on this form, even if it's a qualified withdrawal.