Help Center
Contents
Taxes
📄
Tax Information & Documentation
Important tax forms and deadlines for your investments
📋
Tax Forms You May Receive
Depending on your investment activity, you may receive these IRS forms:
B
1099-B
Broker Form
For share sales and capital gains/losses
D
1099-DIV
Dividend Form
For dividends over $10
M
1099-MISC
Miscellaneous Form
For other taxable earnings
📅
Important Deadline
Tax forms issued by:January 31
Forms are mailed and available in your account
You'll receive all applicable tax documents by the IRS deadline each year.
⚠️
Tax Responsibility Notice
Investment income is taxable
All investment earnings, including dividends and capital gains, are subject to federal and potentially state income taxes.
💡 Professional Advice Recommended: Consult with a qualified tax advisor or CPA to understand your specific tax obligations and optimize your tax strategy.