1099 & Sched D's from IB and TradeStation

I wonder when TS & IB will make these annual tax statements available for tax filing.

Has anyone received theirs?

 

Not yet (TS). I'd wait until March before filing anyway as TS often sends corrections. In 2006 I got 3 forms: one in Jan, one in Feb and the last one in March.

 

IB 1099 by end of day Jan 31st via Acct. Mngmt.

Schaefer

 

Does IB send out a paper 1099?

 

They have always been on their website as far as I can remember.

 

IB - this year's schedule:

1099s - All Types----------------January 31, 2008
Annual Activity Statement-------February 5, 2008
Dividend Report------------------February 5, 2008
Gain & Loss Report---------------February 5, 2008
T3, T5, T5008, RL-3-------------February 29, 2008
1042S-----------------------------March 15, 2008
IRA Form 5498-------------------May 31, 2008

 

Brokers only provide 1099 forms. Sched D is your responsibility

 

I got my TradeStation 1099 in the mail today from R.J.O'Brien.

 

Do futures trades need to be itemized on schedule D like stock trades ?

 

No