With tax season approaching, we have curated a schedule for you to refer to for your tax documents. Below is a guide of when you can expect your tax documents to be ready and where to find them:
Document Type | Date Available | Where to Find |
Brokerage 1099 | 2/17/2025 | In-app Documents |
HYCA 1099-INT | 1/31/2025 | In-app Documents |
Brokerage 1042-S Form | 3/17/2025 | In-app Documents |
Crypto Transaction Statement | 1/31/2025 | In-app Documents |
Alts 1099-DIV | 1/31/2025 | In-app Documents |
Alts Activity Log | 1/31/2025 | In-app Documents |
Bond Account 1099-INT | 1/31/2025 | In-app Documents |
Jiko 1099-INT | 1/31/2025 | In-app Documents |
IRA 1099-R | 1/31/2025 | In-app Documents |
IRA 5498 | 5/30/2025 | In-app Documents |
To find the in-app document tab on the mobile app:
Tap the 3 lines in the top left corner
Tap Account Settings
Scroll down to Documents
Tap Tax statements
On this screen, you will find 3 tabs: Equities, Crypto, and High-Yield Cash. Your tax documents will be found in each respective tab for the asset(s) you own in your account
For Treasury Bill tax documents: When tapping into the Manage Treasury Account button, your treasury tax documents will be available, along with your statements and trade confirmations.
To find the document tab on the web:
Click your name in the top right corner
Click Settings and Privacy
Click Documents
Click Tax Statements
For Jiko Treasury Bill tax documents: When tapping into the Manage Treasury Account button, your treasury tax documents will be available, along with your statements and trade confirmations.
For additional tax-related information, visit our Tax Center.
If you need help locating a tax document please contact Member Support via in-app chat or email at support@public.com.