Important: If you sold stocks or bonds last year in 2022 you will be receive an important tax document(s) starting in February 2023 (i.e. 1099-B, 1099-Div, 1099-Int, etc.) . You must bring these tax documents when you are ready to file your 2022 tax return. If you do not bring these documents it could delay your tax return filing and refund.

A broker or barter exchange must file this form for each person:

• For whom, they sold stocks, commodities, regulated futures contracts, foreign currency contracts, forward contracts, debt instruments, options, securities futures contracts, etc., for cash,
• Who received cash, stock, or other property from a corporation that the broker knows or has reason to know has had its stock acquired in an acquisition of control or had a substantial change in capital structure reportable on Form 8806, or
• Who exchanged property or services through a barter exchange.