1099 & Sched D's from IB and TradeStation

Discussion in 'Retail Brokers' started by SuperVolatility, Jan 27, 2008.

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

    Has anyone received theirs?
     
  2. ethos

    ethos

    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.
     
  3. Schaefer

    Schaefer


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

    Schaefer
     
  4. Klamath

    Klamath

    Does IB send out a paper 1099?
     
  5. They have always been on their website as far as I can remember.
     
  6. JackR

    JackR

    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
     
  7. Opra

    Opra

    Brokers only provide 1099 forms. Sched D is your responsibility
     
  8. Surdo

    Surdo

    I got my TradeStation 1099 in the mail today from R.J.O'Brien.
     
  9. Do futures trades need to be itemized on schedule D like stock trades ?
     
  10. No
     
    #10     Jan 28, 2008