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: