**This information is applicable to accounts held with Apex only**
NOTE: Alpaca is in the process of decommissioning accounts held with Apex.
Q - When will my 2019 tax documents be available?
Tax documents to complete your 2019 taxes are now available!
Q - How can I access my tax documents?
Your 2019 tax documents are accessible in your Alpaca Dashboard > Login > Live Trading > Account.
NOTE: If you hold more than one account with Alpaca, you will need to log in to each account separately to access the associated tax forms.
Q – Which tax documents are provided?
A consolidated 1099 tax form will be created for any individual with reportable activity and contains forms 1099-B, 1099-DIV, 1099-INT and 1099-MISC.
NOTE: Tax documents will not be provided if you did not sell any securities during the tax year, or the proceeds from your dividends did not exceed $10.
Q – Does Apex still support integration with TurboTax?
Yes, Apex supports TurboTax integration for your Legacy Account tax documents.
For more information on the TurboTax integration, import function, transaction limitations, and other general support, visit the TurboTax Support Page*.
Questions? Contact firstname.lastname@example.org.
* This information originates from https://ttlc.intuit.com/community/home/misc/03/en-us and is licensed subject to the terms posted at https://ttlc.intuit.com/community/home/misc/03/en-us. Alpaca and Intuit Inc. are not responsible for this information.
Alpaca does not provide tax advice. This material was prepared for informational purposes only and should not be relied on for tax advice. Customers should consult a tax advisor for any tax related questions.
TurboTax and TurboTax Online are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Alpaca is not affiliated with TurboTax, Intuit Inc, or its subsidiaries.