Last year, I got a notification that my two IRA accounts changed firms from Wealthsimple to Betterment. I was told that Apex Clearing will provide information on the old accounts.
When the pandemic first hit in March 2020, I had to transfer my 401k from my old job into two IRA accounts and was notified that Empower Retirement transferred them to Wealthsimple.
I got around to getting an Apex Clearing account with the two old account numbers to file taxes for 2021. The withholding status for those two accounts is IRA NO WH NO 1099 EXCEPT SUB PMNT.
I have been trying to contact Apex but have been transferred to numbers that cannot take my call or get a straight answer. It's either a yes or no without a silly song and dance. A small cynical thought I had was some action is hidden from me and I am just wasting my time chasing something that is non-existent. I am not frustrated, I am saving myself from being frustrated about this.
I would like to know what that means. Is it possible I might get a 1099 to file? If it's just a 5498 form I might be getting, please let me know. Thank you. Any help is greatly appreciated.
