Selling any amount of stock, or receiving $600 or more of stock rewards, or receiving $10 or more in dividends in a calendar year could affect your taxes. That said, we don’t offer tax advice and instead suggest you talk with your tax professional if you have any questions.
Your Bumped account activity may be reported on tax documents as the government requires -- like a Form 1099, for instance. These will come from Apex Clearing Corporation, our clearing firm, and will be available in your Statements. by mid-February the following tax year. We’ll let you know when they’re available.
For more information about taxes and Bumped, please visit our “Annual Tax Info to Know” page.