Why do I not see margin interest paid on my tax form?

Interest on US obligations is reported on Form 1099-INT in the year the Treasury bill or note matures or you sell it, which may not be the year it was purchased. Refer to IRS Publication 550, Investment Income and Expenses, and consult your tax advisor for more information on reporting interest on US government obligations…

The amount of foreign tax withheld from dividends is reported on Form 1099-DIV. The IRS does not require reporting of foreign tax withheld on gross proceeds and substitute payments in lieu. Refer to IRS Publication 514…

We will report ROC distributions to shareholders as nontaxable distributions on Form 1099-DIV, "Dividends and Distributions". Please note that this information is often not available until after the initial 1099 forms are made available to you. Once the information is available we will issue corrected 1099s to you. We suggest that you check your tax forms in Client Portal > Reporting > Tax Forms prior to filing your return to verify that you have used the most current information…

Interest income is reported in box 1 of the Form 1099-INT for U.S. tax payers. This box includes:

• Credit interest on long cash balances
• Credit interest associated with proceeds from short stock sales…