How do I correct an inaccurate social security number on my 1099?
If the social security number listed on your 1099 tax document is incorrect, please submit an updated W-9 as soon as possible to prevent backup withholding. You’ll be unable to upload your documents into TurboTax until this is amended.
How do I correct a misspelled name on my 1099?
Please send us a request to update your name to the correct spelling in our system. It’s not necessary for our clearing partner, Apex, to issue a new 1099 form for this year, but we’d still like to verify the correct spelling of your name for next time.
Please include the following information in your request:
- A photograph of your valid, U.S.-issued driver’s license or passport
- A signed letter of instruction indicating that you’d like your name changed
How do I correct inaccurate trade history on my 1099?
If you believe there’s a discrepancy on your 1099 tax document, please verify the information in the document with following items:
- Your Account Statements
- Your Account History
- Your Trade Confirmations
If you have any difficulty accessing your documents, check out our article on account documents.
If you still believe your 1099 is inaccurate, please submit a request with photographs of the account statement and an annotated copy of your account documents.
A representative will reach out as soon as possible.