Domestic account holders that have reportable information will receive a year-end statement called a Combined Form 1099. This statement combines the customer’s year‐end tax forms (1099-B, 1099-DIV, 1099-INT, 1099-OID and 1099-MISC), a summary page, and transaction details. Retirement accounts will receive a 1099-R and / or 5498 based on their activity. Educations savings accounts will receive a 1099-Q and / or 5498-ESA based on their activity. Foreign accounts will receive a 1042-S.
Detailed cash transactions, profit/loss statements, and trade history reports are also available via Apex's website.