Tax Forms & Information

Nitro Trader+ Tax Center

The Nitro Trader+ Tax Center provides clients with access to important tax documents and information needed to help manage their investment reporting responsibilities. Tax documents are designed to help clients review investment activity, prepare financial records, and provide necessary information when completing applicable tax filings.

Tax requirements may vary depending on account type, location, investment activity, and applicable regulations. Clients should consult a qualified tax professional for advice regarding their individual tax situation.

Important Tax Documents

Form 1099 Tax Documents

Clients may receive tax forms that summarize reportable investment activity during the tax year.

Common forms may include:

Form 1099-B — Proceeds From Broker Transactions

Reports information related to securities transactions, including:

• Stocks sold

• ETFs sold

• Investment sales proceeds

• Cost basis information

• Gains and losses from transactions

This information may be used when calculating capital gains or losses for tax reporting purposes.

Form 1099-DIV — Dividends and Distributions

Reports income received from investments, including:

• Ordinary dividends

• Qualified dividends

• Capital gain distributions

• Other investment distributions

Form 1099-INT — Interest Income

Reports interest earned from eligible accounts or investments, including:

• Interest payments

• Cash account interest

• Other reportable interest income

Form 1099-MISC / Other Tax Reporting Forms

Certain activities may require additional reporting documents depending on account activity and applicable requirements.

Tax Documents Available Through Nitro Trader+

Clients may access documents such as:

• Annual tax statements

• Transaction summaries

• Trade confirmations

• Account statements

• Dividend reports

• Interest income summaries

• Cost basis reports

• Realized gain and loss reports

These documents help clients organize their investment records and prepare for tax filing.

Cost Basis Information

Cost basis information provides details about the original value of an investment and is used to help determine potential gains or losses when investments are sold.

Cost basis records may include:

• Purchase date

• Purchase price

• Number of shares

• Adjustments

• Sale information

• Realized gain or loss calculations

Capital Gains & Losses

When investments are sold, clients may experience:

Capital Gain
A gain that occurs when an investment is sold for more than its purchase price.

Capital Loss
A loss that occurs when an investment is sold for less than its purchase price.

Tax reporting may depend on factors such as:

• Holding period

• Account type

• Applicable tax laws

Tax Document Delivery

Nitro Trader+ provides convenient access to tax documents through the client account portal.

Clients may be able to:

• View available tax documents

• Download documents electronically

• Review previous years' records

• Access transaction history

• Organize financial records

Keeping Tax Information Updated

Clients should ensure that their account information remains accurate, including:

• Legal name

• Mailing address

• Tax identification information

• Account ownership details

Keeping information current helps ensure accurate tax reporting and document delivery.

Important Tax Considerations

Investment activity may have tax implications. Clients should carefully review their tax documents and maintain accurate records of:

• Purchases and sales

• Dividends received

• Interest income

• Distributions

• Account transactions

Nitro Trader+ provides tax-related documentation and account information; however, clients should consult a qualified tax advisor for guidance specific to their personal circumstances.

Secure Access to Tax Information

The Nitro Trader+ Tax Center helps clients conveniently access important financial documents while maintaining secure account protection. By keeping tax information organized and available, clients can better manage their investment records throughout the year.