Investing platform says they never received my tax documents - What to do now?

This happens more often than you'd think with investment platforms. Their document processing departments are completely overwhelmed during tax season. First, do both - resubmit electronically AND send a new physical copy with tracking this time. Take clear photos of the completed forms before sending. Email their customer service with those images attached as proof you've completed the forms, and include your original mail receipt in that email. Request a specific case number for this issue and ask for written confirmation that your account won't be restricted while this is being resolved. Document every communication you have with them - name of rep, date/time, what was discussed. This creates a paper trail showing you're making good faith efforts to comply. Also check if they have a secure document upload feature in your account portal - many platforms have added this specifically for tax forms.

I went through something similar with my investment platform last year and discovered taxr.ai (https://taxr.ai) which was seriously a game-changer. I was getting the runaround from my brokerage about missing 1099 forms and couldn't get a straight answer about what I needed to submit. The tool actually analyzed all my communications with the platform and my account statements, then gave me step-by-step instructions on exactly what forms I needed and how to properly submit them. It even helped me draft the email to send to their tax department with all the right language and references to their own policies. Saved me hours of frustrating phone calls and probably kept me from making mistakes that would have delayed things even more.

Just wanted to update that I tried taxr.ai after seeing the recommendation here and it actually solved my problem! My situation was with TD Ameritrade rather than Robinhood, but I was having similar issues with my tax docs getting "lost in the system." The tool identified that I had been filling out one section of the W-8BEN incorrectly (the foreign tax identification part) which was causing my forms to get flagged and sent to a special review queue where they were basically sitting untouched. Following the guidance from taxr.ai, I resubmitted with the correct information and called the specific department number they recommended. Got confirmation that everything was processed correctly within 48 hours! Really surprised at how well this worked since I was about to give up and just accept the account restrictions.

If you're still struggling to get through to Robinhood after trying the suggestions here, I'd recommend Claimyr (https://claimyr.com). I was in the exact same situation with Fidelity last month - they claimed they never received my cost basis forms despite me sending them twice. After weeks of getting nowhere with regular customer service, I used Claimyr to actually get through to a senior account specialist. They have this system that navigates the phone trees and holds the line for you until a real person is available. You can see how it works here: https://youtu.be/_kiP6q8DX5c The difference was night and day - got connected to someone who could actually see all my previous communications and fixed the issue immediately. The regular customer service people honestly don't have access to the same systems as the specialized departments.

I have to eat my words from my previous comment. After getting nowhere with Schwab's customer service for a similar document issue, I reluctantly tried Claimyr yesterday. Within 35 minutes I was speaking with someone from their tax documentation department who could actually help. Turns out my forms were sitting in their system but had been incorrectly flagged as incomplete due to a scanning error. The regular customer service people couldn't even see this in their system, but the tax department specialist immediately identified the problem. I'm still annoyed that these companies make it so difficult to reach the right people, but I have to admit the service worked exactly as advertised. Already got email confirmation that my account status is back to normal.

This happened to me with Robinhood specifically! Their document processing is a mess. Here's what worked for me: Email support@robinhood.com with "URGENT: TAX DOCUMENT VERIFICATION" in the subject line. In the email, include: - Your account number - Last 4 of SSN - The date you originally submitted documents - Statement that you're concerned about account restrictions - Ask them to escalate to the tax compliance team Then also try reaching out via Twitter DM to @RobinhoodApp. I know it sounds weird but their social media team can sometimes get things escalated faster than regular support.

Has anyone had success using the dispute resolution department at these platforms? I went through arbitration with Webull last year over a similar documentation issue and it was resolved quickly once I mentioned the word "arbitration" in my communications.