First, please be sure your tax information is updated. If you need to update it, follow these steps:
In your account, click on 'Menu' 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 investor and auto investor 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' 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 Investor and Auto Investor accounts.
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.
A sample of the consolidated tax form can be found here: