Get Ready for the 2023 Tax Season

As the 2023 tax season gears up, we’ll help ease the way with a mailing schedule for tax forms and some suggestions for managing the process. Let’s dive in.

Mail Dates and Tax Form:

We’ll send out the 1099 Composite for eligible accounts on February 15, 2024. And don’t worry about providing copies to the IRS; we do that as part of our reporting.

Your 1099 will be mailed to your address on file. You can also access a secure copy directly on our trading platform under the Additional Services menu and go to Statements and Confirms.

For More Guidance:

For a Comprehensive Guide to Your Composite Tax Statement from our clearing firm, Hilltop Securities, click Here.

For Frequently Asked Questions about your 1099 for 2023, Click Here.

More Forms and Mailing Dates:

Here's Some Planning Tips to Help Your Tax Season Go More Smoothly.

Planning on using tax software?

Our tax documentation is compatible with TurboTax® and H&R Block®.
For TurboTax® Guide, Click Here.
For H&R Block® Guide, Click Here.

Let's make sure we have your current address:

We want to prevent any mailing delays, so if you would like to update your mailing address, please go to our trading platform under the Additional Services menu and complete the Account Update section.

Keep an eye out for Corrected Form(s) 1099:

It happens. Sometimes after we’ve already mailed our initial 1099s, security issues send out updated information based on income reclassification. In that case, we’ll have to send out a corrected tax form. But don’t worry, you can reach us at the contact information below, and we're happy to assist you.

We're ready to help. You can reach us at or call us at 1-888-793-5333 (select option 2). If outside the U.S., please call 1-847-375-6151.

TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.

H&R Block® Tax Software is a registered trademark of HRB Innovations, Inc.

This general information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice and is not intended to be construed as tax advice. This information cannot be used for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable foreign tax authority provisions. Where specific advice is necessary or appropriate, we recommend consultation with a qualified tax advisor, CPA, financial planner, or investment manager. Securities, products, and services are not available in all countries and are subject to country specific restrictions.

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