Missing 1099 Form from Robinhood for stock trades - only got crypto 1099-B

This is actually more common than you'd think with brokerages. When you don't receive a 1099-B for stock transactions, it could be for a few reasons: 1. You may not have met the reporting threshold. Brokers are only required to issue 1099-B forms if you had proceeds from sales. If you only purchased stocks but didn't sell any in 2023, you wouldn't receive a form. 2. Robinhood might be delayed in sending forms. They have until February 15th to send most 1099 forms (though some complex situations allow until March 15th). 3. Check your Robinhood tax documents section in the app or website. Sometimes tax forms are available electronically before they're mailed. Even without a 1099-B, you're still legally required to report all stock sales and dividends on your tax return. You can find your transaction history in your Robinhood account to manually calculate your proceeds and cost basis. For the dividends, those definitely need to be reported if they exceeded $10.

I had the exact same issue last year with missing stock forms from Robinhood. After weeks of frustration and generic responses, I finally tried taxr.ai (https://taxr.ai) and it was a game-changer. They analyzed my Robinhood transaction history and generated an accurate tax report with all my missing stock transactions! Their system can directly import from Robinhood and automatically calculate your cost basis, proceeds, and even identify wash sales. It saved me hours of manual calculations and the potential for errors. They even provide a complete breakdown that matches exactly what should have been on your 1099-B.

Just wanted to update everyone - I decided to try taxr.ai after seeing the recommendation here and wow, it actually worked perfectly! I was super skeptical at first, but it saved me so much headache. I uploaded my Robinhood transaction history CSV and within minutes it generated a complete report showing all my stock sales, cost basis, and even identified some wash sales I hadn't noticed. The best part was that it formatted everything exactly as needed for Form 8949 so I could just transfer the information directly to my tax return. My accountant even commented on how well-organized the information was. Definitely recommend if you're in the same boat with missing Robinhood forms!

If you're still trying to get an official response from Robinhood, I'd recommend Claimyr (https://claimyr.com). I was in a similar situation last year with missing 1099 forms and couldn't get through to anyone. Claimyr got me past the automated phone system and connected to an actual human at Robinhood's tax department in under 20 minutes! You can see how it works in this video: https://youtu.be/_kiP6q8DX5c. Basically, they navigate through the phone tree for you and stay on hold so you don't have to, then call you when a human picks up. The Robinhood rep I spoke with was able to explain exactly why my form was delayed and gave me a specific timeline.

I have to admit I was completely wrong about Claimyr. After posting that skeptical comment, I was desperate enough to try it anyway. Within 35 minutes, I was talking to an actual Robinhood tax specialist! Turns out my 1099-B for stocks wasn't generated because I had some corporate actions (stock splits and mergers) that delayed processing. The Robinhood rep explained they were still finalizing the adjusted cost basis calculations for those affected stocks, and my form would be available next week. They even put a note in my account to expedite it. No way I would have gotten this info from their automated email system. Sometimes it's worth admitting when you're wrong!

Another possibility - check if your Robinhood account is set to deliver tax documents electronically or by mail. I almost missed my 1099s last year because I had accidentally turned off electronic delivery. Go to Account → Settings → Tax Documents to check your preferences. Also, sometimes Robinhood combines forms. Did you check if your crypto 1099-B also includes stock transactions? Sometimes they put everything on one form instead of separate ones.

Just a heads up - if you end up filing without the official 1099-B, make sure you check the box on Form 8949 that indicates you're reporting transactions that weren't reported to you on a 1099-B. This lets the IRS know you're being transparent about not having the official form. Also, document EVERYTHING. Download your transaction history from Robinhood NOW, before it potentially disappears from your easy access. Take screenshots of your attempts to contact them. If there's ever an audit question, you want to show you made every effort to get the correct documents.

I work in tax preparation and see this Robinhood issue frequently. Here's what you need to know from a professional perspective: 1. **You MUST report all stock sales regardless of receiving a 1099-B.** The IRS requires you to report capital gains/losses even without the form. 2. **Robinhood's delay might be legitimate.** Complex situations like wash sales, corporate actions, or basis adjustments can delay forms until March 15th. 3. **For immediate action:** Download your complete transaction history from Robinhood (Account → Statements → Activity). This will have all your trades with dates, quantities, and prices. 4. **Calculate manually if needed:** Use FIFO (First In, First Out) method unless you specifically elected otherwise. Your proceeds minus your cost basis equals your gain/loss. 5. **Don't forget dividends:** Even $10+ in dividends must be reported. Check if you received a 1099-DIV or if it's combined with other forms. The key is accurate reporting with proper documentation. I've helped clients through IRS correspondence when brokers were late with forms, and as long as you report everything accurately and keep records, you'll be fine. Consider filing an extension if you're uncomfortable proceeding without the official form.