Taxes FAQ

The Tradier Tax FAQs are designed to help you understand when, where, and how to access your tax documents, what forms you may receive, and how to import them into supported software like TurboTax®. You’ll also find details on timelines for 1099 availability, how to request a mailed copy, and which account types receive specific forms. While Tradier makes your tax forms easy to access online, we always recommend consulting a qualified tax professional for advice on your personal filing situation.

What tax documents could I receive for my brokerage account?Where can I access my statements, trade confirmations, and tax do When will I receive my tax documents?How do I upload my tax information to TurboTax®?Can I upload my tax statement to any accounting software?Can I get a copy of my 1099 in the mail?When will I receive my 1099?