1099 Information

Notice for Futures Trading Accounts:

1099 forms will be generated for all futures trading accounts held by US clients that placed any trades during the 2023 calendar year.  Traders should expect to receive their 1099 forms via mail, email or through their portal by early February.  1099 forms will be provided directly from the FCM to the client.

Below is additional 1099 information from some of our FCMs:

  • AMP:  1099 forms are currently available in the AMP client portal.
  • IRONBEAM: 1099 forms will mailed by USPS on 2/15/24.
  • PHILLIP:  1099 forms will be available to view on the Portal by 2/1/24. They will also be physically mailed when they are available.
  • StoneX: 1099 forms will be available for download in the portal in mid-February.
  • DORMAN: 1099 forms are currently available in the Dorman Trading Portal.  Login to the Portal –> Statements tab –> Tax Documents tab.

If you have not received your 1099 statement by mid February, please feel free to contact our office for assistance.


Notice for Forex Trading Accounts:

Please be advised that 1099 forms are not generated for forex trading accounts.  Please refer to your monthly and year end statements to calculate your total P/L for the 2023 calendar year.