What tax forms does AMP provide for traders?

AMP provides substitute 1099-B tax forms to all U.S.-based customers. These forms report your trading gains and losses for the year. You can access and download your 1099-B directly from the AMP Client Portal. Here's how:

1. Log into the AMP Client Portal:

   • Go to www.ampclientportal.com.
   • Enter your username and password.

2. Access Your Tax Documents:

   • Once logged in, click on "Document Center".
   • Select "Tax Documents" from the dropdown menu.

3. Download Your 1099-B Form:

   • Locate the tax document for the relevant year.
   • Click the download icon next to the document to save it to your device.

Important Note: AMP does not provide tax or legal advice. For specific questions about your taxes, please consult a tax advisor.

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