The following tax forms are prepared by Apex Clearing:
- 1099-R/1099-Q
- PR 480.6A/B*
- 1042-S*
- 1099-REMIC, NMWHFIT
- 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.