When will I receive my 1099?

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?

Also, as a reminder, retirement accounts (IRAs) do not receive a Consolidated 1099. Only taxable, non-retirement accounts, will receive a Consolidated 1099. To learn what generates a Consolidated 1099, please click here.

When can I expect my 1099?

Check out our Tax Document Calendar in the Tax Center

A schedule and description of each tax 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 tastyworks.com, or click here. After signing in, navigate to MY ACCOUNTS, then select TAX CENTER.

To view our tax form guides, please click here.

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