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What kind of tax documents will I receive?

Well, it depends; the tax documents you receive will depend on your account type and your account activity for the previous year. Individual, Joint and Custodial accounts that meet reporting thresholds set by the IRS will receive a substitute combined 1099 statement.

You can access the 1099 forms for the last three tax years online for Individual, Joint and Custodial accounts.

Beginning with the 2016 tax year, 1099 and 5498 tax forms for IRA and ESA accounts will be available online.

When can I expect my 1099 or 5498 tax form to be delivered? (click here)