Tax Form Corrections

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 won’t be able 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. government-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 the following items:

  • Your Account Statements
  • Your Account History
  • Your Trade Confirmations

If you have any difficulty accessing your documents, check out Account Documents.

If you still believe your 1099 is inaccurate, please send us a note with photographs of the account statement and an annotated copy of your account documents. A member of our team will reach out as soon as possible.

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