There are two things in life you cannot escape: death and taxes. Now that a year of trading has passed when can you expect your consolidated 1099 (“1099s”) from the Internal Revenue Service (IRS) and where can you find it?

A schedule and description of each tax form that will be made available (in PDF form) can be found in our Tax Center, under the “Full Tax Document Calendar” section.

To access the Tax Center, log into your account at, or click here. After signing in, place your cursor over “MY ACCOUNTS,” a drop-down menu will appear, then select “TAX CENTER.” There, you can access your account’s tax documents and tax worksheets. 

Apex Clearing Corporation, our clearing firm, issues all the tax forms. The Consolidated 1099 may include:

  • Form 1099-B
  • Form 1099-DIV
  • Form 1099-INT
  • Form 1099-OID
  • Form 1099-MISC