Our clearing firm, Apex Clearing, provides non-US customers a 1042-S tax form annually when applicable. Form 1042-S is the Foreign Person’s U.S. Source Income Subject to Withholding, and is used to report amounts such as dividend income paid to foreign persons. Form 1042-S is available mid-March.
Apex Clearing also provides a client statement that displays your activity and holdings of your US-stock portfolio for the month or quarterly period. This statement is available for you in the Public app.
If you have any questions pertaining to forms you will receive as a non-US person, please reach out to our member support team via the in-app chat, or by email at support@public.com.