If you sold stock or received more than $10 in dividends last year, you will receive a Form 1099 by mid-February this year.  A PDF of your 1099 will be automatically posted to the Documents tab in your account.  

Just so you're in the know on IRS rules, the deadline for issuing brokerage firm 1099s used to be January 31, but it was changed a few years ago to the end of February. We will send out a communication letting you know when your tax documents are available for viewing!

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