Tradier Brokerage and Apex Clearing will electronically provide tax documents by the following dates:
Individual and Joint Accounts (USA):
- Combined Form 1099
- Issued by February 15 each year
IRAs:
- 5498;
- Issued by May 31 each year
- 1099-R
- Issued by January 31 each year
Foreign Accounts (Non-USA):
- 1042-S
- Issued by March 15 each year