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Documents and Taxes
Documents and Taxes
Get familiar with all the documents and forms investors have access to with Q.ai
4 articles in this collection
Written by
Cesar Restrepo
How to read your 1099
Form 1099-DIV is an IRS form sent to investors who receive dividends and distributions from investments during a fiscal year.
Written by
Cesar Restrepo
Updated over a week ago
Accessing your tax documents
You can access your tax documents directly from Q.ai. All of the 1099 forms you will need from Q.ai will be ready by mid-February.
Written by
Cesar Restrepo
Updated over a week ago
Accessing trade confirmations
You can access your weekly trade confirmation directly from Q.ai.
Written by
Cesar Restrepo
Updated over a week ago
Accessing your monthly statements
You can access your monthly account statements directly from Q.ai.
Written by
Cesar Restrepo
Updated over a week ago