For any taxable, joint, or trust accounts, a consolidated Form 1099 will be posted around February 20th. Why Feb 20th?
For any IRAs with withdrawals, you'll receive a 1099-R in early February.
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 when tax documents are available - and you can access them by clicking the "Documents" link at the top of your dashboard.
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