You will receive the following tax documents if you have reportable activities in your account for the prior year:
1. WisdomTree Securities, Inc. Form 1099-DIV (PDF)
If you have purchased or sold Digital Funds and received $10 or more in dividend payments from those funds, you will receive a WisdomTree Securities, Inc. Form 1099-DIV.
2. WisdomTree Securities, Inc. Form 1099-B (PDF)
If you have sold Digital Funds in the prior year, you will receive a WisdomTree Securities, Inc. Form 1099-B.
The WisdomTree Securities, Inc. Form 1099-B will include information for the IRS and a statement of Gains/Losses for the year. The First In First Out (FIFO) method of lot matching is used to calculate the Gains/Losses.
3. WisdomTree Securities, Inc. Transaction Report (XLS)
If you have purchased or sold Digital Funds, you will receive a WisdomTree Securities, Inc. Transaction Report listing all activity.
4. WisdomTree Digital Movement, Inc. Transaction Report (XLS)
If you deposited cash, purchased, or sold Digital Assets, you will receive a WisdomTree Digital Movement, Inc. Transaction Report listing all activity.
If you have questions about your tax documents, please contact support.
Please note that we do not provide legal or tax advice. You should consult a legal or tax professional for questions regarding your particular circumstances.