---
title: Where can I find my quarterly account statements, tax forms, and/or account number?
description: View or download copies of your STRATA quarterly account statement, common IRS forms (IRS Form 1099-R, IRS Form 5498), RMD notifications, and reminders through our Account Access portal.
---
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# Where can I find my quarterly account statements, tax forms, and/or account number?
View or download copies of your STRATA quarterly account statement, common IRS forms (IRS Form 1099-R, IRS Form 5498), RMD notifications, and reminders through our online account portal.
### **Locate documents**
The Statements & Documents tab provides a list of all documents available to the user such as STRATA statements, common IRS forms (IRS Form 1099-R, IRS Form 5498), RMD notifications, and reminders. The documents may be sorted, viewed, downloaded, or printed from this tab.
**Quarterly statements video guide: **
In this tab you can filter data by:
- - Document Type (15) - View all documents or by document type.
- Account (16) - If multiple accounts are listed within the profile, you can sort data by individual accounts or view data for all accounts.
- Date (16)- View account information by selecting a date range. Once you have selected your sort parameters, simply click  to apply the filters.
- Quick View (17) - Click the document name link to preview the document.
- Download & Print (18) – Click the  icon to download and print a pdf version of the document.
### 
---
### **Locate your STRATA account number**
For security reasons, STRATA does not provide full account numbers on quarterly statements, invoices, or electronic communications. To view your full STRATA account number, log in to your account - you will find it on the *Home Tab* (shown below) and on the S*tatements and Documents Tab*. You may also view it on any STRATA-issued tax document.
---
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- [Understanding RMDs](https://knowledge.stratatrust.com/required-minimum-distributions-rmds?hsLang=en#understanding-rmds)
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- [Investment Income & Taxes](https://knowledge.stratatrust.com/irs-reporting?hsLang=en#investment-income-taxes)
- [IRS Form 5498](https://knowledge.stratatrust.com/irs-reporting?hsLang=en#irs-form-5498)
- [IRS Form 1099-R](https://knowledge.stratatrust.com/irs-reporting?hsLang=en#irs-form-1099-r)
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