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Investor Resources

Tax Information

Final Income Distribution for Funds Liquidating November 2018

Important State Tax Information for 2017

Important State Tax Information (Equity) for 2017

Final Income Distribution for Funds Liquidated on January 17,2018

> Final Income Distribution - Epoch U.S. Equity Shareholder Yield Fund  TD Target Return Fund

2017 Preliminary Year-End Distributions Memo

Important State Tax Information for 2016

> Important State Tax Information (Equity) for 2016

> Important State Tax Information for 2015

> Important State Tax Information (Equity) for 2015

> Important State Tax Information for 2014

> Important State Tax Information (Equity) for 2014

> Important State Tax Information for 2013

> Important State Tax Information (Equity) for 2013

> Important State Tax Information for 2012

> Important State Tax Information for 2011

> Important State Tax Information for 2010

> Important State Tax Information for 2009

> Important State Tax Information for 2008

 

 

Need statements, confirmations or more tax information?

If you are a TD Ameritrade client, you can login to your account(s) at www.tdameritrade.com and go to My Account > History & Statements, where you can quickly get account information. Tax information is available by going to My Account > Tax Centre. You can also request copies of statements and confirmations by calling Client Services, 24/7, at 1-800-669-3900. Simply listen for the prompts. If you are a TD Ameritrade Institutional client and would like to request duplicate statements or tax information, please contact your Advisor, or call TD Ameritrade Institutional at 1-800-431-3500, option 2.

TD Bank, N.A. clients, please contact your Wealth Advisor.

    December 17, 2018