On Monday, January 28, 2019, 6:29:16 PM EST, Robinhood [email protected] wrote:
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Tax Season 2019
Hi ,
Tax season is fast approaching, and we want to reach out with some information and key dates to help you prepare.
Tax Forms
Depending on the dates of your trading activity last year, you may receive more than one 1099 from Robinhood. If you traded cryptocurrencies last year, you may also receive an additional 1099 from Robinhood Crypto. Here is how to know which forms you will receive:
Apex IRS Form 1099:
Customers who had a taxable event (for example, they sold equities or options, received a referral stock, or received dividends) prior to November 9th will receive a 1099 from our former clearing partner, Apex.
Robinhood Securities IRS Form 1099:
Customers who had a taxable event between November 10th and December 31st will receive a 1099 from Robinhood Securities, our new clearing platform.
Robinhood Crypto IRS Form 1099:
Customers who sold cryptocurrencies in 2018 will receive separate PDF and CSV files of their 1099 for crypto activity in 2018.
Key Dates
All the documents you need for tax season will be available by mid-February. We’ll send you another email by February 15th to let you know when these documents are ready for download in your Robinhood app or on our website.
In early February, you may also receive an email from Apex Clearing, our former clearing partner, announcing that your tax documents are ready for download. Please note that this notice will only apply to your Apex 1099, and that you may still receive additional 1099s from Robinhood Securities or Robinhood Crypto, so please wait until you hear from us before you file your tax return!
Early February
Apex will email you to let you know your Apex 1099 is ready.
On or before February 15
Robinhood will email you to let you know that all of your 1099(s) are ready for download and you can include them in your tax filing.
TurboTax
We’ve also partnered with TurboTax so that you can easily import your tax information, and we’ll be offering a discount (up to $20) as a gesture of our appreciation for you being a Robinhood customer. You can claim your TurboTax discount by following this link:
http://turbotax.intuit.com/affiliate/robinh2.
We encourage you to check out our help center if you have any questions!
Sincerely,
The Robinhood Team
robinhood.com
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