Broker Annual Statement Names
Brokers provide annual statements for tax reporting purposes but refer to them by different names.
| Broker | Name of Annual Tax Statement (PDF) |
|---|---|
| Apex Clearing Corp | Form 1099 Composite |
| Betterment | Consolidated Tax Statement/Year-End Summary |
| E*Trade (Etrade Securities LLC) | CONSOLIDATED 2021 FORMS 1099 AND DETAILS |
| Edward Jones | Your 2021 Consolidated 1099 Tax Statement |
| Fidelity Investments | 2021 TAX REPORTING STATEMENT |
| Interactive Brokers | 2021 Tax Reporting Statement |
| Merrill Lynch | 2021 TAX REPORTING STATEMENT |
| Robinhood Securities LLC | Tax Information |
| Schwab | 1099 Composite and Year-End Summary |
| Titan Invest | Form 1099 Composite |
| USAA | 2021 TAX REPORTING STATEMENT |
| Wells Fargo Advisors | 2021 Consolidated Forms 1099 |