Page Title: Manage Direct > Taxable Transactions Summary
What you can do on this page:
Your Taxable Transactions Summary provides you with the opportunity to print IRS Form 1099 for tax reporting purposes (available after December 31 of the selected tax year), and to view your taxable transactions for the year you selected. You may also view detailed history about each transaction by selecting the History button provided.
Any partial or full redemptions and/or transfers and interest/maturity payments are listed as reportable events for the selected tax year. Some transactions may also appear as reportable tax events if a second-named registrant with granted Transact rights is the recipient of funds from a security held in your account.
Primary Actions
- Click "View your 1099 for tax year ----" to go to Form 1099 (available after December 31 of the selected tax year).
- Click "History" to go to History > Security History > Detail.
- Click "Return" to go back to Manage Direct.