Downloading Your Tax Documents

Note: Please make sure your app is updated to receive updates for the 2021 tax season.

When will my tax documents be ready?

All of your tax documents for 2020 will be ready before February 16, 2021. Keep in mind: you may not receive tax documents from us, but we’ll still let you know if you don’t have any.

Please wait until mid-February to file your taxes to avoid having to refile. By then, Robinhood will have finalized your Form 1099 tax documents.

Why did I receive multiple tax documents?

You may receive more than one Form 1099 from Robinhood if you held an account with Apex Clearing Corp (“Apex”), our former clearing firm. If you traded cryptocurrencies last year, you may also receive an additional Form 1099 from Robinhood Crypto, LLC. Here is how to know which forms you will receive:

  • Apex IRS Form 1099:

If you had a taxable event (for example, you sold equities or options, received a referral stock, or received dividends) during 2020 at our former clearing partner Apex Clearing Corp (“Apex”), you will receive a Form 1099 from them.

  • Robinhood Securities IRS Form 1099:

If you had a taxable event in 2020, you will receive a Form 1099 from Robinhood Securities, LLC, our new clearing platform.

  • Robinhood Crypto IRS Form 1099:

If you sold cryptocurrencies in 2020, you will receive separate PDF and CSV files of your Form 1099 from Robinhood Crypto, LLC for crypto activity in 2020.

Corrected Forms: If you received an updated or amended Form 1099 tax document, please make sure that you’ve filed your taxes in accordance with this updated information. This may require refiling your taxes.

Why didn’t I receive a tax document?

You won’t receive a tax document if the proceeds from your dividends did not exceed $10 in the filing year, or if you didn’t sell stock.

What tax documents do you provide?

We provide a consolidated Form 1099 document, which includes information found on the Forms 1099-DIV, 1099-MISC, 1099-INT, and 1099-B.

How do I access my tax document?

You can access your consolidated Form 1099 in your mobile app:

  1. Tap the Account icon in bottom right corner.
  2. Tap Statements & History.
  3. Tap Tax Documents.

Note: For large documents, our web platform may be the best way to download your tax documents.

If you're having trouble opening your tax document, try:

  • Uninstalling and reinstalling the app
  • Turning your phone on and off

To export your tax document:

iOS
  1. Open your app
  2. Navigate to Account → Statements & History → Tax Documents
  3. Tap on the document you’d like to export
  4. Tap Export
  5. Tap the export icon on the top right
  6. Tap the icon for your email app (Please choose the email app that was pre-programmed on your phone.)
Android
  1. Open your app
  2. Navigate to Account → Statements & History → Tax Documents
  3. Tap on the document you’d like to export
  4. Tap Open to view the document in your native PDF viewer, or Share to send in an email or message

We recommend that you download Google PDF Viewer for viewing documents downloaded from your Robinhood app.

Can I get a K-1 form?

We don’t provide customers with K-1 forms. If you own shares in a limited partnership or trust, they would provide you with the K-1 form.

Disclosure

Robinhood Financial, LLC (member SIPC), is a registered broker dealer. Robinhood Securities LLC (member SIPC), provides brokerage clearing services. Robinhood Crypto, LLC provides crypto currency trading. All are subsidiaries of Robinhood Markets, Inc. (‘Robinhood’).
© 2020 Robinhood Markets, Inc. Robinhood®

Reference No. 1391574
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Robinhood means Robinhood Markets and its in-application and web experiences with its family of wholly owned subsidiaries which includes Robinhood Financial, Robinhood Securities, and Robinhood Crypto.

All investments involve risk and loss of capital.

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