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Will I receive a 1099-B or 1099-DIV tax form?

If you sold stock in the previous year, you will receive a 1099-B form, which is usually ready in your account by February 15th.

If you received more than $10.00 in dividends in the previous year, you will receive a 1099-DIV tax form, which is usually ready in your account by February 15th. 1099-DIV forms are not applicable for Stock Rewards account holders. 

Please note: If you have transferred your account to another brokerage, your new brokerage will be responsible for providing you with any required tax forms.

 

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