EMAIL DETAILS

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1099 Tax Information


Hi Robert,


The silver lining to 2016? You've set aside money to grow in the background of life.


This means you’ll receive a 1099 tax form. Here’s what you should know, and how we’re going to help:


What’s a 1099?


The 1099 form Acorns investors receive lists important information like realized gains/losses from your investments, income from dividends and any foreign taxes paid on your investments.


Will I get one?


Yes. Acorns Securities will send you a 1099.


How and when will I get it?


We’ll send you an email with a link to your 1099 form by or before mid-March. (The funds in our portfolios provide updated information between February and March, so your 1099s will be sent as soon as the latest figures are available).


If you don’t receive this email but think you should have, please email us at help@acornssecurities.com or call us on (855) 739-2859.


What do I do with it?


Your tax professional can help you determine whether you meet reporting requirements set by the IRS.


Don’t have one? Turbo Tax is offering exclusive deals to Acorns Investors. Get started here!


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To help untangle tax time and avoid some common missteps, check out Grow in your Acorns app or tap below!


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Pro or solo?


These 9 tips will help you file on your own or with an expert.


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Nobody likes to overpay.


What you should know to avoid paying too much in taxes.


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Investments + your taxes


The truth about what you can expect and how to prepare.


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Acorns Securities is providing this notice as required by regulation. Please note that you may receive service email in accordance with your Brokerage Account Agreement, whether or not you elect to receive promotional email. If you feel you have received this notice in error, please contact us. Email is not a secure communications channel. Please do not reply to this message with sensitive information, such as account number, Social Security number or password.


Advisory services offered by Acorns Advisers, LLC (“Acorns”), an SEC-registered investment advisor. Brokerage services are provided to clients of Acorns by Acorns Securities, LLC, an SEC registered broker-dealer and member FINRA/SIPC. Investments are not FDIC insured and may lose value. Investing involves risk and investments may lose value. Please consider your objectives and Acorns fees before investing. Past performance is not a guarantee of future returns. Investing involves risk. Actual performance over shorter periods will vary and losses may occur.