If you had a taxable event during the 2020 calendar year (for example, you sold stock, received a free referral stock, or dividends), you will receive a consolidated Form 1099 tax document from Apex Clearing, our clearing firm, which you can access via the Public app.
Just a heads-up, if proceeds from your dividends do not exceed $10, or if you did not sell stock during 2020, you will not receive a tax document.
Your tax documents will become available no later than February 16th, 2021, and we recommend waiting until then to file your taxes to avoid having to refile.
To access your tax documents from your Public mobile app:
- Tap the Account icon 👤 in the bottom right corner.
- Tap Settings ⚙️ in the top right corner.
- Scroll down to the Documents section.
- Tap Tax Documents.
If you have questions at all, the team is always on standby in the app Live Chat or via email at firstname.lastname@example.org! 🤗
Please note that this is for informational purposes only and should not be considered tax advice. Public members should consult their tax advisors concerning any applicable tax laws.