Tax Records

Check out the Tax Center here to find relevant tax documents and other resources. E*TRADE does not provide tax advice.

The Portfolios, Watchlists, Gains & Losses, and Estimated Income webpages on are provided as tools to assist you with your financial management. E*TRADE makes no warranties with respect to, and specifically disclaims any liability arising out of, your use of or any tax position taken in reliance upon such information. E*TRADE-provided cost basis, gains or losses, and holding periods are estimates and may not reflect all adjustments necessary for your own tax reporting purposes. You should use official tax records to calculate a reportable gain or loss resulting from a sale, redemption, or exchange. Consult your tax advisor for further information.