When will my tax documents be delivered?

For any taxable investment accounts, you will receive a consolidated Form 1099 around February 15th. Why Feb 15th?

For cash accounts that generated more than $10 of interest or received $600 or more in awards, you will receive a tax form 1099 by January 31st.

For any IRAs with distributions, you'll receive a 1099-R by January 31st.

For any IRAs with contributions, a Form 5498 will be posted to your account in May (because you can contribute to an IRA up until mid-April). The 5498 is not required to file your taxes. Learn more about Form 5498 here

In the unlikely event that there are corrections to your Form 1099, a revised document will be posted as soon as the correction has been filed, generally in late February or early March.

We will email you as tax documents become available - and you can access them by logging into the website (not the app) and clicking on your name in the top right then "Documents". 

Watch this video to understand which forms you need to file: Understanding the tax forms


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