1099 & Sched D's from IB and TradeStation

[SuperVolatility]

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

Has anyone received theirs?

 

[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.

 

[Schaefer]

Quote from SuperVolatility:

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

Has anyone received theirs?

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

Schaefer

 

[Klamath]

Does IB send out a paper 1099?

 

[FortuneTeller]

Quote from Klamath:

Does IB send out a paper 1099?

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

 

[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

 

[Opra]

Quote from SuperVolatility:

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

Has anyone received theirs?

Brokers only provide 1099 forms. Sched D is your responsibility

 

[Surdo]

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

 

[runningman]

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

 

[Bingoking]

Quote from runningman:

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

No