First, please be sure your tax information is updated. If you need to update it, follow these steps:
In your account, click on the person icon on the top right-hand corner and then select 'Tax Center'.
From there, make sure to select if you are filing as an individual or a business.
For an individual, Enter your SSN/ITIN, legal first, middle & last names
Enter the appropriate phone number and address.
For a business, Enter the appropriate EIN and make sure to include the Business Name when prompted.
You are able to enter separate information for your sub-accounts if you so desire.
Once your tax information is submitted, by January 31 of the following year, you can then download your tax form following these steps:
In your account, click on 'documents' from the left-side menu and then select the 'tax forms' tab.
Click on the consolidated tax form link. Please note that you will be issued a separate consolidated form for each sub-account.
Within this document, you may have the following forms:
1099INT - If you earned above $10 in interest for the prior tax year.
1099B - If you encountered a principal loss from the prior tax year.
1099DIV - If you earned more than $10 combined in dividends + return of capital in the prior tax year.
1099MISC - If you earned more than $600 through promotional and/or referral credits for the prior tax year.