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Tax Season

Our clearing firm, Apex Clearing Corporation, has informed us the IRS Consolidated Form 1099 will be made available by February 15, 2022.
They will send an email notice when it is available to retrieve on our site (My Account > Statements & Confirms > Tax Documents). Apex Clearing would like to remind customers to utilize IRS Form 8949, in conjunction with the IRS Schedule D, to report any cost basis corrections to the IRS.

For Apex's Tax Reporting FAQ, please click here.

For those using TurboTax, please click here for instructions.