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
1099 Tax forms will be generated and released in Waves, since some accounts may require additional year end processing such as Dec/Jan wash sales, return of capital adjustments, income reclassifications etc.
● Accounts with income from securities that are known to adjust prior year income, will be held back for later waves, to ensure the Original 1099 tax form is accurate.
○ These statements will be generated and available in the next wave after the adjustments are complete.
● Corrections to original 1099s will be generated in the following wave, or if corrected after March 15, 2024, it will be generated the following week.
● 1099s will be generated and available in the online portal for accounts that Do Not require any additional adjustments, such as wash sales, return of capital transactions, income reallocation.
● 1099s will be generated and available in the online portal for:
○ Accounts that were not available in Wave 1, and had adjustments such as wash sales, return of capital transactions, and income reallocation.
○ Corrections for original tax forms sent in Wave 1.
■ All corrections for Wave 2, must be submitted and completed by Wednesday February 21, 2024.
● All remaining Original 1099s will be generated and available in the online portal.
■ All corrections for Wave 1 and 2, must be submitted and completed by Friday March 1, 2024.
● Corrected 1099s will be generated in each wave until March 15, 2024 and then weekly until the week of April 7, 2024, as the filing deadline is Monday April 15, 2024.