How to access tax documents
How to correct wrong information on tax statements
What is Tax Form 1099
Who will receive a 1099
When will 1099s be available online
Tax Form 1099-DIV
Tax Form 1099-INT
Tax Form 1099-B
Tax Form 1099-MISC
How to download the 1099 into TurboTax
What is Tax Form 1042S
Who will receive a 1042S
When will 1042S Tax Forms be available online
Key Terms for Tax Form 1042-S
Cost basis accounting
Common Tax FAQs
How to Identify Corrected Statements
Real Time Cost Basis (Diluted and Average Cost) vs US Tax Reporting Cost Basis
FATCA Withholding Help center article
Uncertified W-9 / W-8 BEN Form
W-9 Form
W-8 BEN Form
Form 1099 is issued to:
• United States Citizens or
• Legal Residents who have submitted form W-9 at account opening and have had reportable tax activity.
