How To Access Your Tax Documents - Robinhood

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How to access your tax documents

You can access your tax documents through the Tax center in the app or on web classic:

  1. Select Account (person icon) → Menu (3 bars) (on the web, skip to the next step)
  2. Go to Tax center
  3. Select a form to review its details
Note

For large documents, web classic may be the best way to download your tax documents.

Tax documents we provide

Tax documents we provide

For this tax year, your Consolidated 1099s for Robinhood Securities, Robinhood Crypto, Robinhood Derivatives, and Robinhood Money will be combined into a single PDF from Robinhood Markets, Inc. 1099 tax forms for Robinhood Markets Inc. will also be displayed using an aggregated format based on key tax lot criteria.

  • This combined PDF includes all the forms you need, where applicable, if you had a reportable event
  • If you don’t have a reportable event, you won’t receive a Form 1099
  • If you have joint investing account activity that requires a 1099, it’ll be provided separately from the consolidated 1099 for your individual account
  • If you have managed account activity that requires a 1099 it will be in the same tax package as your individual account(s) but on a separate Form 1099
  • Certain tax forms aren’t included in this PDF, such as Form 1099-R (Robinhood Retirement), 1099-C, and Form 1042-S, which will be provided separately if applicable

How to access tax documents for a closed account

How to access tax documents for a closed account

If your Robinhood account is closed, you can get your tax documents in the Tax center. Follow the steps at the beginning of this article to get to the Tax center.

Errors when accessing tax documents

Errors when accessing tax documents

If your tax document isn’t loading properly, try the following:

  • Log out and back in to the app
  • Uninstall and reinstall the app
  • Turn your mobile device off and on to confirm no other apps are running in the background
  • Double-check that you're using the latest version of the app

Disclosures

Disclosures

Robinhood doesn't provide tax advice. For specific questions, you should consult a tax professional.

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Tag » How To Get Crypto.com Tax Documents