If you need to file your taxes and have investments with ETRADE, you will need to locate your tax documents first. The process is simple once you know where to look, but many users get confused because the 1099 form on ETRADE does not appear in the default document view.
This guide explains exactly how to find and download your 1099 form on ETRADE step by step.
How to Find Your 1099 Form on ETRADE
To locate your tax document, start by opening the ETRADE app and logging into your account.
From the main screen:
- Tap the Menu option at the bottom right of your screen.
- Find and tap Documents near the top of the menu.
- You will be taken to the document section.
At first, you may only see account statements from recent months. This is where many users think their 1099 form on ETRADE is missing.
The reason it does not appear immediately is because ETRADE separates regular statements from tax documents.
Why Your 1099 Form on ETRADE Does Not Show Up
When you open the Documents page, the default filter usually shows:
- Document type: Statements
- Time period: Last 90 days
However, your 1099 is not considered a statement. It is a tax document, so you need to change the document filter before it appears.
To find your 1099 form on ETRADE:
- Tap Filter at the top of the Documents screen.
- Leave the account option set to All.
- Tap Document Type.
- Select Tax Documents instead of Statements.
Once you select tax documents, the time filter will change into a tax year selection.
Select the Correct Tax Year for Your 1099 Form on ETRADE
After choosing tax documents, you will see a tax year dropdown.
ETRADE typically keeps several years of tax documents available, allowing you to access older records if you need them for previous tax returns or financial records.
Choose the year you are filing taxes for.
For example:
- If you are filing your 2025 taxes, select 2025.
- If you need a previous year’s document, select that specific year.
After selecting the year, tap Apply.
Your 1099 form on ETRADE should now appear in the document list.
Which 1099 Document Do You Need?
When your documents appear, you may see multiple files. For example, you might see:
- 1099 Consolidated (1099-COS)
- A mailing letter or cover document
The document you usually need for tax filing is the 1099 Consolidated form.
The consolidated 1099 includes important tax information such as:
- Dividends received
- Capital gains
- Interest income
- Investment sales
The additional letter is usually just an explanation or mailing notice and is not required when preparing your tax return.
How to Download Your 1099 Form on ETRADE
Once you find the correct document:
- Tap the 1099 Consolidated document.
- Open the PDF file.
- Choose your preferred option:
- Download the PDF
- Email it to yourself
- Send it directly to your tax professional or CPA
Saving a copy of your 1099 form on ETRADE is a good idea in case you need to reference it later.
When Does ETRADE Make 1099 Forms Available?
ETRADE generally makes 1099 tax documents available around mid-February for the previous tax year.
If you check your account in January and cannot find your 1099 form on ETRADE yet, that is usually normal. The document may not have been released yet, so you should check again after a few weeks.
Tax documents are prepared after the end of the year because ETRADE needs time to collect and report investment activity.
Why You May Not Have a 1099 Form on ETRADE Yet
Not every investor receives a 1099 every year.
ETRADE only issues a 1099 when you have reportable activity, such as:
- Selling investments
- Receiving dividends
- Earning interest income above reporting thresholds
For example, if you only deposited money into your account and purchased a stock or ETF but did not receive dividends or sell anything, there may not be any taxable activity to report.
Once you begin receiving dividends, earning interest, or selling investments, ETRADE will generally provide the appropriate tax documents.
Final Thoughts
Finding your 1099 form on ETRADE can be confusing because it is hidden under tax documents rather than regular account statements. By changing the document filter to Tax Documents and selecting the correct tax year, you can quickly locate, view, and download your form.
Always make sure you download the correct consolidated 1099 document before filing your taxes, and keep a copy for your records.
