Tax day is in mid-April for many investors in order to file for the previous tax year, unless an extension has been granted. For the most up to date information regarding tax dates please visit the IRS website or consult with your tax professional. Keep in mind, you may not receive one of the following tax forms if your account activity doesn’t need to be reported per IRS rules. For specific tax related questions, please discuss with your tax professional.
Tax forms
Form 1099-R
Consolidated 1099 from Tradesk, Inc.
Form 480.6 series
Form 1042-S
Form 2439