Time to Talk Taxes


In the immortal words of Benjamin Franklin: “In this world nothing can be said to be certain, except death and taxes." We wish you all long and prosperous lives, so we’ll only be discussing your taxes today.

It’s tax season. Now is the time to start organizing your tax documents and consulting with your accountant or tax preparer. We’ll let you know by email when all your important tax documents will be available. Depending on how you set your delivery method, you’ll receive them via regular mail or email. You will also be able to find your tax documents online.

A few tips:

•  Locate your tax documents by logging into your account and going to “My Accounts > E-documents > Tax Documents” page

•  You can easily import your consolidated 1099 into TurboTax

•  Remember to make your IRA contribution by April 15, 2019.  Take advantage of increased contribution limits


We know that this can be a stressful time for many of you, so we’ve put together some Frequently Asked Questions with more details and key dates to help you get your ducks in a row. Of course, if you have additional questions, the Firstrade team is always ready to help.