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Tax Center

Tax Form Guides 3

Consolidated 1099 Guide
IRA Tax Form Guide
Form 1042-S Guide (for international accounts)

Tax Center & Documents 4

Where is the Tax Center?
When will I receive my 1099?
Which tax forms can I expect?
Why did I receive a corrected 1099?

IRAs 6

What tax rules do IRA accounts have?
When is the IRA Contribution Deadline?
How much can I contribute to my IRA?
Where can I see how much I've contributed to my IRA?
I need to make a Required Minimum Distribution (RMD)

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Data Imports/Exports 7

How to Import Data to TurboTax
How to Import Data to H&R Block Tax Software
How to Import Data into TaxAct
How to Import Data to TradeLog
How to Create Apex Credentials (for TradeLog users)

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Tax Treatment & Rules 14

How can I select a tax lot for a closing trade? (FIFO & LIFO)
What is a Wash Sale and how does it affect my taxes?
How is my Cost Basis Reported?
How are exercises, assignments, and rolling trades taxed?
Where are my total commissions & fees listed in my Consolidated 1099?

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tastyworks does not provide investment, tax, or legal advice. tastyworks’ website and brokerage services are not intended for persons of any jurisdiction where tastyworks is not authorized to do business or where such products and other services offered by the Firm would be contrary to the securities regulations, futures regulations or other local laws and regulations of that jurisdiction. Options involve risk and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially significant losses. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC). All customer futures accounts' positions and cash balances are segregated by Apex Clearing Corporation. Futures and futures options trading is speculative and is not suitable for all investors. Please read the Futures & Exchange-Traded Options Risk Disclosure Statement prior to trading futures products.

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