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What tax forms are generated?

The following tax forms are prepared by Apex Clearing:

  • 1099-R/1099-Q
  • PR 480.6A/B*
  • 1042-S*
  • 2439*
  • 5498-ESA
  • 5498
  • Year-End Tax Statements (Combined Form 1099; see below)

Additional information regarding tax forms can be found in General Instructions for Certain Information Returns on the IRS website.

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