Roots Knowledge Base
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Taxes
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Getting Started
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Investing Basics
Recurring Investments
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Returns
Distributions
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Cash Outs
General Cash Out Information
Taxes
Tax Documents
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FAQ
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Roots Knowledge Base
Taxes
About Roots
General
Fees
Security
Contact Us
Getting Started
Who Can Invest
Investing Basics
Recurring Investments
Returns
Returns
Distributions
Account Management
Account Basics
Investment Processing
Transfers
Bank Account Management
Two-Factor Authentication
Cash Outs
General Cash Out Information
Taxes
Tax Documents
Roots Impact
FAQ
Taxes
Answers to common tax questions related to your Roots investment
Tax Documents
What tax documents should I expect to receive?
When will I receive my tax documents?
What is a form 1099-DIV?
Where do I find my 1099?
What is a Form 1099-B?
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