Tax: Non-US Persons and Entities: How to Access Tax Forms

Your tax forms, including Form 1042-S, Annual Activity Statement and Dividend Report, are available in electronic format.  To access forms, log in to Client Portal and click the Reports > Tax menu item. Please review the information on your forms.

Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.