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Tax Documents through TradeStation
For a complete list of FAQs from TradeStation regarding tax related questions, please visit https://www.tradestation.com/faqs
When will I receive my tax documents from TradeStation?
Consolidated Form 1099s will be made available online from the Client Center for TradeStation equities accounts beginning in the first half of February. These documents may include Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID, depending on the activity in your account.
Can I access my TradeStation tax documents online?
Yes. Once your Consolidated Form 1099 is posted, you can access it through the TradeStation Client Center:
- Log in to the Client Center
- Select Accounts from the main navigation menu
- Expand Equities Accounts in the left navigation menu
- Select Account Statements from the left navigation menu.
View this video to learn how to download your TradeStation trading activity for tax preparation.
