When will my tax forms be available each year?

AMP Futures provides substitute 1099-B tax forms to all U.S.-based customers who had trading activity during the year. These forms are uploaded to the AMP Client Portal within a month after the end of the year. For example, your 2024 tax form will be available by the end of January 2025.

How to Access Your Tax Forms: How do I access my tax documents?

1. Log into the AMP Client Portal:

   • Visit www.ampclientportal.com.
   • Enter your username and password.

2. Navigate to 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 form for the relevant year.
   • Click the download icon next to the document to save it to your device.

Please note that 1099-B forms from 2021 onwards are available in the AMP Client Portal.

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