When will my 1099 for the 2022 tax year be available?
Your 1099 tax forms will normally be posted during February, when this document is generated. We provide a consolidated 1099 form for the year. All individuals receive a Consolidated 1099 if they are United States citizens or legal residents and have had reportable tax activity. In some cases, exempt recipients will receive a Consolidated 1099 due to being charged backup withholding that must be reported to the customer and the IRS.
What if I did not get a 1099?
If you did not sell stock or receive any dividend income (or less than $10) in 2022, you may not receive 1099. Please check your Stockpile account during the month of February (You should also get an email to let you know when this is ready as well) to ensure you collect any 1099 posted to your account so you can complete your taxes.
How do I find my 1099?
You can log into your Stockpile app and tap on your profile photo on the upper left-hand side. This will pop up a side window. You can then click on the "Account." You will find the "Documents" tab here.
You can also request your tax documents by answering a couple of questions here!
What if my name is incorrect on my 1099?
You can help us update your name on your Stockpile account by sending a request to email@example.com to complete a name change. We will just need a copy of a valid photo ID.
What if my Social Security Number is wrong on my 1099?
Your 1099 will need to be reissued if your social security number is incorrect. You can let us know by contacting firstname.lastname@example.org. We will need a copy of a valid photo ID and a copy of your Social Security card.
What if I no longer have a Stockpile account?
If your Stockpile is account is closed, your statements and tax documents (1099s) are stored with our clearing firm, APEX. In order to access your documents, you will just need to set up login access with our clearing house at: https://public-apps.apexclearing.com/session/#/login/.
Can I import my tax information to TurboTax?
Absolutely! Please check out our TurboTax tutorial here.