There are multiple ways to retrieve your 1099 and crypto tax forms once they are made available to you. Please note that 2021 tax forms will be made available to Public members in February 2022. Once available, you can access them:
In the Public App:
Select your Profile Icon in the top left corner
Scroll down and select Account Settings
Scroll down to the Documents section
Tap Tax Documents to access your 1099 forms
Tap Crypto Statements to access your Annual Crypto Statement
Via Public for Web on your desktop browser.
Select your Profile Icon in the top right corner
Select Settings and Privacy from the dropdown menu
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.
Go to the Apex Clearing website at www.apexclearing.com.
Log in through the button in the top right.
Once logged in, your tax form(s) are located under the ‘Documents’ dropdown in the top right-hand corner of the website.
Partnership with TurboTax®
Public has partnered with TurboTax to help Public members save this tax season. Once your tax forms are available, you can eimport your 1099 forms directly into TurboTax and manually enter the information from your Annual Crypto Statement. Use this link to start filing, and save up to $20!
Entering your 1099 tax form details in TurboTax:
In TurboTax, go to the Wages & Income screen, then select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
When asked “Did you sell Stocks, Mutual Funds, Cryptocurrency, or Other Investments in 2021?” Click Yes
Select Investment type “Stocks, Bonds, Mutual Funds”. Click Continue
When asked "Did you get a 1099-B or brokerage statement for these sales? answer Yes
At "Let's get your tax info" choose how you want to enter your 1099-B (import or type it in yourself)
If you select import, type “Public” in the search bar when asked to enter your bank name. Then select the Public.com logo. Enter in the information requested to access your account. To view your Apex ID in the app, tap your profile picture in the top left corner. Your Apex ID is the account # under your Public username. You can also find your Apex ID on Public for Web in Settings under your username.
These instructions are provided by TurboTax. Public.com does not provide tax advice and does not offer tax filing services. Please contact TurboTax directly or your tax professional with questions on your specific tax situation. For additional details on entering in your 1099-B form please visit this TurboTax Help Center article. For additional information regarding Cryptocurrency, additional details can be found at TurboTax’s Cryptocurrency Info Center.
*Public members must redeem this offer at http://turbotax.intuit.com/affiliate/public5 to receive a discount of up to $20 for TurboTax federal products.
Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2021. Discount applies to TurboTax federal products only. Actual prices are determined at the time of print or e-file and are subject to change without notice. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.
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 Live Chat or via email at firstname.lastname@example.org if you have any questions about retrieving those tax docs!