How do I get my 1099 tax form through Lime Trading?

If you have opted in for e-delivery, your tax documents will be accessible through your account portal. Just log in, go to Accounts > Reports.

Vision accounts: There will be a tab for Confirms, Statements, and Tax Documents. You can select and download your desired document here.

Axos accounts: You will see a message under Reports that says ‘If your reports didn't open in a new tab, please click here.’ Clicking this will open a new window. In the new window, click Communications in the top right corner and select the Tax Documents tab to select and download the desired document.

If you are not subscribed to e-delivery, your tax forms will be sent to the mailing address on file.