You will receive a tax document (1099) if there is a taxable event.
Some examples of taxable events:
Receiving dividend
Selling shares for a gain or loss
Receiving cash-in-lieu
How will I receive a tax document?
Please log into your tZERO Securities account, select the profile icon in the upper right corner, navigate to the Documents page, and clicking “Tax Documents".
When will tax documents be made available?
Tax documents are typically made available mid February.
We will notify you via email when your tax documents are available on the Documents page in your tZERO Securities account.
What if I have issues with my tax documents?
If you believe there are inaccuracies on your tax document, please contact the tZERO support team for further assistance.
For questions regarding your Secondary Trading account, contact support@tzero.com
For questions about investing in a Primary Issuance, contact investor_support@tzero.com