Tax Forms from Your Broker
Each year, brokers send tax forms that summarize your sales, dividends and interest. Here is what each form shows, when they arrive and how to check them. General education, not tax advice.
The main forms
| Form | What it reports |
|---|---|
| 1099-B | Sales of stocks, funds and options, with proceeds and usually cost basis |
| 1099-DIV | Dividends, including which are qualified, and fund capital gain distributions |
| 1099-INT | Interest from cash, bonds and Treasurys |
| 1099-DA | Sales of digital assets such as crypto through brokers |
| 1099-R | Distributions from retirement accounts |
Brokers often combine these into one consolidated 1099.
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