Tax documents summarize the information you may need for annual tax filing, such as reportable income and transactions in your account. This article explains how to find, view, and download your tax documents.

Where to find tax documents

  1. From your account’s home page, open the Docs & statements menu.
  2. Tap Tax documents.

You’ll see a list of tax documents for your account, sorted with the most recent year at the top. Each entry shows the tax year (for example, 2025) along with the date the document became, or will become, available (for example, Available Feb 15, 2025).

Viewing a tax document

Tap any year in the list to open that year’s tax document. The page title will show the document name and corresponding year (for example, 2023 Tax Document), and the PDF will load directly in the app so you can review it on-screen.

Downloading or sharing a tax document

While viewing a tax document, tap Download at the top of the page to download or share the PDF.