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Written by Krysten Zinon on February 10, 2023
Category: 
FTC Disclosure

What Tax Forms Does Robinhood Provide And How To Find Them

Investing in the stock market is an exciting prospect, but it can come with a fair amount of paperwork, especially when it comes to taxes.

If you're a Robinhood user, you might be wondering what tax documents the platform provides and how to access them.

In this article, we'll walk you through what tax documents Robinhood provides and how to find them.

What Tax Documents Does Robinhood Send?

For the 2022 tax year, Robinhood Securities, Robinhood Crypto, and Robinhood Money will be combined into a single PDF from Robinhood Markets, Inc.

This combined PDF includes all the forms you need, where applicable, if you had a reportable event.

For example, if you sold a stock for a gain or received dividends, these events would be considered reportable.

However, if you don’t have a reportable event, you won’t receive a Form 1099.

It's also worth noting that certain tax forms aren’t included in this PDF, such as Form 1099-R (Robinhood Retirement) and Form 1042-S, which will be provided separately if applicable.

How To Find Your Tax Documents

All your tax documents are located in the Tax Center.

To access them, follow these simple steps:

  1. Open the Robinhood app and select "Account" from the bottom right corner of the screen.
  2. Click on the menu (3 bars) or settings (gear) icon.
  3. Select "Tax Center" from the menu.
  4. Select the form you want to review and click on it to view its details.

In conclusion, Robinhood provides all the necessary tax documents in a single PDF for the 2022 tax year, combining Robinhood Securities, Robinhood Crypto, and Robinhood Money.

These documents can be accessed in the Tax Center, and you can even access them if your account is closed.

Keeping track of your tax documents can be overwhelming, but Robinhood makes it a little easier with its user-friendly Tax Center.

This article was generated using automation technology, and thoroughly edited and fact-checked by an editor on our editorial staff.

Article written by Krysten Zinon

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