Missing stock 1099 Form from Robinhood - received crypto 1099-B but nothing for stocks?

I did some investing in both stocks and crypto during 2023, and I'm now trying to get my taxes sorted for filing. Robinhood sent me a 1099-B form for my cryptocurrency transactions, but I haven't received anything for my stock trades. I made several buy and sell transactions with stocks throughout the year, and I also received dividends exceeding $10. I would have expected to get some kind of 1099 form for these stock activities, but there's nothing. When I reached out to Robinhood about this issue, they just keep sending me the same automated response: "We also are unable to manually generate or provide your tax documents sooner than our normal processing time for any remaining documents." Does anyone know why Robinhood wouldn't provide a 1099 form for my stock transactions? Am I supposed to file my taxes without having the official 1099 form for these stock trades? This is really frustrating, and I'd appreciate any help or guidance on how to proceed.

0 coins

18 comments

Aisha Khan

•8M

It sounds like there might be a few reasons why you haven't received a stock 1099 form from Robinhood. The most common reason is that you didn't meet the reporting threshold. Brokers are only required to issue a Form 1099-B if you had proceeds from stock sales, but the threshold requirements can vary. Even if you don't receive a 1099-B from Robinhood for your stock trades, you're still legally obligated to report all capital gains and dividends on your tax return. You can access your transaction history through your Robinhood account to manually calculate your gains and losses. Check under the "Statements & History" section - you should be able to download a CSV file with all your transactions. For the dividends over $10, you should normally receive a 1099-DIV form. Have you checked your tax documents section in the app or website to see if it might be there separately from the 1099-B?

0 coins

Aisha Khan

•8M

The reporting thresholds can be a bit confusing. For stocks, brokers must report sales on Form 1099-B regardless of the amount, but sometimes very small transactions might not trigger it. For dividends, the threshold is $10, which you mentioned you exceeded. Robinhood typically issues separate forms for different types of investments. They usually provide a consolidated 1099 that might include several forms (1099-B, 1099-DIV, etc.) for stocks and other securities, while cryptocurrency transactions are generally reported on a separate 1099-B. Check your tax documents section again - sometimes they're uploaded at different times, and the crypto form might have come first while the stock form is still being processed.

0 coins

Yuki Ito

•8M

After struggling with a similar issue last year, I discovered taxr.ai (https://taxr.ai) which saved me so much headache. I had missing forms from multiple brokerages and couldn't make sense of what I needed to report. The tool analyzed my transaction history that I downloaded from Robinhood and helped me correctly calculate my gains/losses for tax purposes. For Robinhood specifically, go to Account > Statements & History > Trade Confirmations and export all your stock transactions. Then taxr.ai can process that data and give you the information you need for your tax forms, even without the official 1099. It basically does what a tax professional would do but much faster and with less confusion.

0 coins

Yuki Ito

•8M

It's extremely accurate in my experience. It properly handles wash sales, which was actually my biggest concern too. The system identifies potential wash sales and applies the rules correctly, adjusting your cost basis as needed. For cost basis issues, it's actually pretty sophisticated. It can recalculate your cost basis using FIFO, LIFO, or specific identification methods. If Robinhood's data is incomplete, the tool fills in the gaps by analyzing your transaction history. You can also manually adjust cost basis if you have information that isn't reflected in the downloaded data.

0 coins

Andre Dupont

•8M

Just wanted to update you all - I tried taxr.ai after my last comment and I'm genuinely impressed. I was missing 1099s from both Robinhood and another platform, and the frustration was real. The tool let me upload my transaction CSVs and within minutes gave me all the information I needed to file correctly. It even flagged a couple of wash sales I would've missed completely! The platform guided me through reporting my stock transactions without the official 1099 forms. Saved me from either paying a tax professional or potentially making errors that could trigger an audit. Definitely recommend it if you're in a similar situation with missing forms.

0 coins

QuantumQuasar

•8M

If you're still hitting a wall with Robinhood's customer service, I had success using Claimyr (https://claimyr.com) to actually get a human at Robinhood's tax support. They have this service where they navigate the phone trees for you and get you connected to an actual person. You can see how it works here: https://youtu.be/_kiP6q8DX5c I was in the exact same boat last year - missing stock 1099 forms but had received my crypto forms. After weeks of automated emails, I used Claimyr and got connected to a Robinhood tax specialist who explained that my stock forms were delayed due to a correction they were processing. They expedited my forms after the call.

0 coins

QuantumQuasar

•8M

They don't just call for you - they use a system that navigates through the phone menus and wait times, then calls you once they've reached a human representative. You're the one who actually speaks with the customer service rep. It works because they've figured out the fastest paths through the phone systems and optimal calling times. It's not magic - it's just that they've specialized in getting through these systems efficiently. Think of it like having someone who knows all the shortcuts stand in line for you, then they call you up when it's your turn. The service works with hundreds of companies including Robinhood, and they only charge if they actually connect you to a human.

0 coins

Jamal Wilson

•8M

I have to admit I was wrong about Claimyr. After commenting here, I decided to try it since I was desperate to resolve my missing 1099 forms from Robinhood before the tax deadline. Within 27 minutes, I was talking to an actual Robinhood representative who had access to my tax information. Turns out my stock transactions didn't meet their automatic 1099-B generation threshold, but the rep manually submitted a request to generate my forms. They showed up in my account three days later. The service actually works as advertised, and the representative I spoke with was way more helpful than the endless automated emails.

0 coins

Mei Lin

•8M

In case this helps anyone else - make sure you're looking in the right place for your tax documents on Robinhood. They're not under the same menu as your regular statements. To find tax documents: 1. Go to Account 2. Select Statements & History 3. Choose Tax Documents (not Trade Confirmations) 4. Select the tax year Also, Robinhood sometimes releases tax forms in batches depending on the complexity of your investments. Crypto forms often come first, then stock forms later. If you had any complex situations (wash sales, corporate actions, etc.), your stock forms might be delayed until March.

0 coins

Mei Lin

•8M

You can check the status of your tax forms by going to the Tax Documents section I mentioned and looking for a notice about "Remaining Forms." Robinhood usually indicates if you have forms that are still being processed. If there's no indication of pending forms, you may want to contact support directly. Another option is to look at your "Account Statement" for the year - it will show all your activity including stock trades and dividends. While not a substitute for official tax forms, it gives you the information you need to report your taxes properly.

0 coins