What are the different tax documents I may get for my brokerage account?

Tradier Brokerage and Apex Clearing provide the following tax forms based on the account type:

Individual and Joint Accounts (USA):

• Combined Form 1099
  • Issued if the account has:
    • Dividends/interest of $10 or more or
    • A Sale of securities occurred in the account in that tax year.
      • *Must be combined proceeds of $10 or more.
  • Contains:
    • 1099-B, 1099-DIV, 1099-INT, 1099-OID, and 1099-MISC
    • Summary page and transaction details

IRAs:

• 5498;
  • Issued if the account has:
    • Contributions marked for that tax year
• 1099-R
  • Issued if the account has:
    • Distributions during that tax year

Foreign Accounts (Non-USA):

• 1042-S
  • Issued if the account has:
    • Transactions during the tax year

Entity Accounts (Trusts, Corporations, LLCs and Partnerships)

• Tax documents are not issued for these account types.