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Tax Resources

Where are my tax documents?

If you have accounts held at LPL, log into My Account View. After logging in:

  1. Click on the Documents icon (file) in the left-hand menu.
  2. Click on Tax Forms to the right of Trade Confirmations.
  3. Check the box next to the form(s) you want to download, then press the Download Selected button.

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 Here

Additional Tax Resources for the 2022/23 Tax Season

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

Tax Calendar

Important tax dates for individuals

Tax Forms

A full set of downloadable forms from the IRS

Tax Publications

A full set of downloadable publications from the IRS

Tax Rates

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.

Featured Tax Resources

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More
Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn More

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