If you have accounts held at LPL, log into My Account View. After logging in:
For any account you're still getting statements direct from the issuing company - normally, you'll have to get the tax documents from them rather than LPL. You can log into that company's online portal, or you can call us to help you track them down.
To learn more about the 2022/23 tax season at LPL, click here for a comprehensive guide:
Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.
Important tax dates for individuals
A full set of downloadable forms from the IRS
A full set of downloadable publications from the IRS
Tables to enable you to find your federal marginal income tax rate
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.