It’s that time of year again — time to call your accountant, talk to your tax advisor, or boot up your do-it-your-self service. That’s right: It’s tax season.
Though it may not be the most wonderful time of the year, eToro has a bunch of tools and information that can help the process move a little smoother.
Tax tools on eToro
We know that taxes can be confusing, if not downright painful. And while we can’t give tax advice or do the process for you, we do have a tax FAQ that can help you with some of the ins and outs on how your eToro investments connect to your taxes.
There, you can find information on what constitutes a taxable event on eToro, how to make certain corrections, questions around various tax strategies, and more.
Forms to look out for
No matter what kind of investor you are, if you’ve exchanged money on the platform, you should expect at least one of a number of tax forms:
- If you invested in stocks or ETFs, you’ll get a Stocks Consolidated 1099 Form from APEX, our clearing custodian, by February 15.
- If you invested in crypto, you’ll get a Crypto Tax Form from us by February 28.
- If you traded options on eToro Options, you’ll get an Options Consolidated 1099 Form from APEX, our clearing custodian, by February 15.
- If you received money for a refer-a-friend offer or other bonuses (provided they totaled $600 or more), you’ll receive a 1099 Miscellaneous Form in the mail by February 15.
You’ll also be able to find your account statement, and the forms mentioned above, on the Settings pages of the respective apps after the dates provided above. See our Help Center for more details on locating these forms.
Get more tax help
Taxes aren’t easy — but they can be made a bit easier when you have all the relevant information. For all of your questions about tax forms related to your investments with eToro, make sure to check out our Help Center article.
Trading may have tax consequences. eToro does not offer tax advice. Please consult with a tax professional.