Tax filing season is here! To help you prepare, we’ve put together a quick guide on how to retrieve your essential tax documents from TradeStation.
Taxable Account Holders:
How to Download Your 1099-Consolidated
The 1099-Consolidated is the official form provided to you and the IRS to report your transactions, interest, and dividends for the year.
- Log In: Access the TradeStation Client Hub.
- Scroll to the Accounts section and click on the account alias or number.
- On the top toolbar, locate and click the Statements heading.
- Locate the Selection dropdown (it may default to “Confirmations”). Click it and select 1099 from the menu.
- Ensure you download the 2025 form.
- Note: This document will be dated February 2026.
Exporting Your Data
If you need to export your data into a specific file format (such as CSV, Quicken, Gainskeeper, or TradeLog), you can use the Tax Center tab located next to “Statements” on the top menu.
- To pull all 2025 data, use the Custom Date Range From: 01/01/2025 to To: 12/31/2025.
Quick Tip: While the Tax Center is great for personal software exports, the 1099-Consolidated is the primary document required for your official tax filing.
Retirement Account Holders: Form 1099-R
If you trade a tax-advantaged account (such as a Traditional or Rollover IRA) and took a distribution in 2025, TradeStation will provide you with a Form 1099-R.
Please Note: TradeStation does not currently offer the 1099-R for digital download through the Client Hub. Instead, your form was mailed directly to the address on file at the end of January.
Need a Copy? If you haven’t received your 1099-R or have misplaced the original, we are here to help. Please email or call us, and we will personally request a digital copy from our contacts at TradeStation on your behalf.
We’re Here to Help
We hope these instructions make your 2025 tax filing as smooth as possible. If you have any trouble locating your documents or need further assistance, please don’t hesitate to reach out.