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Where can I find my tax form(s)?

Constantina Kokenes avatar
Written by Constantina Kokenes
Updated over 3 weeks ago

First, please be sure your tax information is updated. If you need to update it, follow these steps:

In your account, click on the Menu icon on the top right-hand corner, shown below by the person icon with a gear above it.

Click on 'Tax Center' to access the tax information center.

From there, make sure to select if you are filing as an individual or a business.

  1. For an individual, Enter your SSN/ITIN, legal first, middle & last names

  2. Enter the appropriate phone number and address.

  3. 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 each sub-account 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:

  1. In your account, click on the paper icon labeled 'documents' from the left-side menu and then select the 'tax forms' tab.

  2. 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.

A sample of the consolidated tax form can be found here:

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