If you need your 1099 tax statement, you must download it directly from your broker. Options Auto Trader does not provide tax documents since all trading activity is conducted through your broker. Each broker has its own process for issuing 1099 forms, typically in January or February. Below are instructions on how to access your 1099 tax statement from TastyTrade, Schwab, TradeStation, and Tradier.
How to Get Your 1099 from TastyTrade
Log into your TastyTrade account: https://www.tastytrade.com/
Click on My Accounts at the top of the page.
Select Tax Center from the dropdown menu.
Locate and download your 1099 form for the applicable tax year.
If you have trouble accessing your 1099, contact TastyTrade Support.
How to Get Your 1099 from Schwab
Log into your Schwab account: https://www.schwab.com/
Click on Accounts and then go to Statements.
Select Tax Forms to find your 1099 statement.
Download your 1099 for the tax year you need.
For further assistance, visit Schwab’s Tax Center or contact their support team.
How to Get Your 1099 from TradeStation
Log into your TradeStation account: https://www.tradestation.com/
Go to Client Center and select Documents.
Click on Tax Forms and find your 1099 statement.
Download the form for your records.
If you need help, reach out to TradeStation’s customer support.
How to Get Your 1099 from Tradier
Log into your Tradier account: https://brokerage.tradier.com/
Navigate to Account Settings and select Tax Documents.
Look for the 1099 tax statement and download it.
For any issues, contact Tradier’s support team.
Brokers usually release 1099 tax forms by the end of January or early February.
If you don’t see your 1099 by mid-February, check your broker’s tax center or contact their support.
Your 1099 form will summarize your trading activity, including profits, losses, and dividends.
