Where can I find my 1099s for my Origin Invest account?

1099 Forms for your Origin brokerage account are estimated to be released by our custodian around mid-February. 

At that time, you can find the relevant tax docs in your Origin dashboard by heading to your Profile Settings menu (the gear icon in the upper right corner of your dashboard) and then selecting Documents.

If your 1099 isn’t available in your Documents tab, that means you likely didn’t meet the IRS threshold for one to be issued. However, if you ever want to double-check, we’d recommend consulting a tax professional to ensure you have everything you need for your filing.