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How do I access my tax documents?
How do I access my tax documents?

Here's how to access your yearly tax forms.

Updated over a week ago

There are multiple ways to retrieve your 1099 and crypto tax forms once they are made available to you. Once available, you can access them here, or by following the below instructions:

In the Public App:

  1. Select the icon with 3 lines on it in the top left corner

  2. Scroll down and select Account Settings

  3. Scroll down to the Documents section

  4. Tap Tax Documents to access your 1099 forms

  5. Tap Crypto Statements to access your Annual Crypto Statement

Via Public for Web on your desktop browser.

  1. Select your Profile Icon in the top right corner

  2. Select Settings and Privacy from the dropdown menu

  3. Tap Documents

  4. You can find your 1099 forms under Tax Documents and your Annual Crypto Statement under Crypto Statements

On Apex Online:

You can access your 1099 on the Apex Clearing website through the following steps.

  1. Go to the Apex Clearing website at

  2. Log in through the button in the top right.

  3. Once logged in, your tax form(s) are located under the ‘Documents’ dropdown in the top right-hand corner of the website.

While Public does not offer tax advice and we always recommend doing your own research, we’re always happy to help via the app's Chat or via email at if you have any questions about retrieving those tax docs.

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