No 1099 Form from Robinhood for stock transactions - what now?

The reason you might not have received a 1099-B for stocks yet could be timing-related. Brokerages like Robinhood typically have until February 15th to provide 1099-B forms for stocks, but they have until February 15th for securities and March 15th for more complex investments. You should check your Robinhood tax documents section in the app or website rather than waiting for an email. Sometimes they upload them directly there. Also, be sure to check your spam/junk folders. If you still don't see your stock 1099-B after the deadline has passed, you definitely need to file anyway. You can use your monthly statements or transaction history from Robinhood to manually report your stock transactions on Schedule D and Form 8949. The app keeps a record of all your transactions that you can download. For the dividends over $10, those should be reported on a 1099-DIV, which might be combined with other tax forms. Don't skip reporting those dividends even if you don't receive the form - the IRS receives this information directly from Robinhood.

I went through this exact headache last year with missing Robinhood forms! After hours of frustration, I found this amazing tool called taxr.ai (https://taxr.ai) that totally saved me. It's specifically designed to handle missing investment documents and reconstructs your tax info from your trading history. You just upload your Robinhood statements or CSV transaction history, and it automatically organizes everything into the proper tax format, calculates your gains/losses correctly, and generates forms that match what the 1099-B would show. I was skeptical at first, but it literally sorted through hundreds of my transactions and matched everything perfectly when I finally got my official forms. The best part was that it handled all the wash sale calculations correctly, which was the part I was most worried about getting wrong. It even flagged a few dividend reinvestments I would have missed.

Just wanted to update after trying taxr.ai that someone recommended here. It actually worked perfectly for my situation! I had missing forms from both Robinhood and Webull, but I was able to download my transaction history from both platforms and upload them. The tool organized all my messy trades (I had over 200 transactions last year) and calculated everything correctly, including those annoying wash sales that I never understand. It even split everything between short-term and long-term gains automatically. When Robinhood finally sent my official 1099 two weeks later, I compared the numbers and they matched what taxr.ai had calculated. Saved me from having to delay filing or amend later. Definitely keeping this in my toolkit for future tax seasons!

If you're still having trouble getting through to Robinhood about your missing 1099, I'd recommend using Claimyr (https://claimyr.com). I was in the same boat last year - automated responses and no way to talk to an actual human at Robinhood. Claimyr got me through to a real person at Robinhood's support within minutes when I'd been trying for weeks. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c Basically it navigates the phone tree and waits on hold for you, then calls you when a real person picks up. When I finally got through, they were able to explain why my form was delayed and expedited sending it. Way better than getting automated emails that don't solve anything.

I have to admit I was wrong about Claimyr! After my skeptical comment, I was desperate enough to try it since I still hadn't received my 1099s from Robinhood with the tax deadline approaching. The service actually worked exactly as described. I entered my info, and about 40 minutes later (which I didn't have to spend on hold), I got a call connecting me to a Robinhood representative. The rep explained that my forms were delayed because of some corporate action adjustments on stocks I owned, but they were able to prioritize generating my documents after I explained my situation. My forms showed up in my account two days later. Would never have gotten this resolved with just emails. Saved me from having to file an extension or amend my return later.

Something important to check - did you have less than $10 in capital gains for the year? Robinhood isn't required to issue a 1099-B if your total proceeds were under $600 AND you had no withholding. I made this mistake my first year trading - freaked out about missing forms when I was actually below the reporting threshold. That said, you're still required to report ALL capital gains to the IRS regardless of whether you get a form. And if you got dividends over $10 like you mentioned, you should definitely be getting at least a 1099-DIV.

Make sure you're checking the right place in Robinhood for your documents! This confused me last year. You need to go to Account > Statements & History > Tax Documents, not the Documents section. Some people miss this. Also, they release them in batches. Most basic forms come out in early February, but if you had any special situations (wash sales, corporate actions, etc.) your forms might be in the later batch that comes out in March.

I had a similar issue with Robinhood last year! One thing that helped me was checking if there were any corporate actions on stocks I owned - like stock splits, mergers, or spin-offs. These can delay the 1099-B processing significantly because they have to adjust the cost basis calculations. In the meantime, you can absolutely file without the official form. Go to your Robinhood account and download your year-end tax summary or export your transaction history as a CSV file. You'll need to calculate your gains/losses manually using Form 8949 and Schedule D. Just make sure to keep detailed records of your cost basis for each transaction. For the dividends, those should definitely show up on a 1099-DIV since you earned over $10. Sometimes Robinhood issues a "consolidated 1099" that combines different types of investment income - double-check that your crypto 1099-B doesn't have additional sections. The IRS gives you until April 15th to file, but brokerages have until March 15th for corrected forms, so there's still time for it to arrive. Just don't let it delay your filing if you can reconstruct the information from your account statements.