You will receive an email notifying you when your tax forms are available. The following are the types of forms you may receive:

Consolidated 1099: If you meet the criteria for multiple 1099s we will issue you what’s called a Consolidated 1099 that will consolidate all the forms into one for your convenience.

1099-B: The 1099-B is a tax form that itemizes all your transactions in the tax year. This information is used to complete your Schedule D to list gains and losses for the tax year. You should receive this form if you did not sell any investments in the tax year.

1099-DIV: You should receive this for if your investments paid dividends of $10 or more.

1099-INT: You should receive this form if you earned $10 or more in interest.

1042S: If you are not a US citizen and subject to income withholding in the United States, you should receive this form to report income subject to withholding. You should contact a tax professional with any tax questions and if you need help filing your taxes.