When are tax forms available?

You can access the following tax forms by these dates:

Consolidated 1099: On or before February 15

Form 1099-R: On or before January 31 every calendar year

Form 5498: No later than May 31 of each calendar year

Form 2439: 90 days after fiscal year end of RIC or REIT (On March 31 for December 31 year-end)

December 7, 2018
Jason Toledo

Jason Toledo

Jason brings more than 15 years of experience in online trading. Prior to starting ToledoTrade in 2019, Jason held senior and executive level positions at Scottrade, OptionsHouse and Zacks Trade. Jason is passionate about educating self-directed traders and is a leader and expert in the online trading industry.

Carefully consider the investment objectives, risks, charges and expenses of any investment company before investing. A prospectus contains this and other important information. Contact us at 727-339-6868 for a copy. Read carefully before investing.

ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.

Market volatility, volume, and system availability may delay account access and trade executions.

ToledoTrade and its affiliates do not provide tax advice, and you should always consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences.

Any specific securities or types of securities used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation to invest in, or liquidate, a particular security or type of security.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value. The SIPC provides brokerage account protection.

Securities and futures offered through Gar Wood Securities LLC. Member: FINRA | SIPC | NFA.

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