Two Tax Forms (1099s) for Some Investors from Axos in 2021
Some clients received two tax forms. Two 1099 forms from Axos for the year 2021. Make sure to file as if they were two different accounts. This is a one-time event. It happened because of the merger during the year 2021. Both the old company and the new company needed to issue a tax return.
For details, please refer to this document--included with your 1099 tax notice: