Understanding your tax documents is an important part of managing your stock investments. Whether you are actively trading or investing long-term, BankSocial provides access to the key tax forms you may need to file your taxes accurately and stay compliant with U.S. regulations.
This guide explains what stock tax documents are, why they matter, and how to find them in the BankSocial app.
What Are Stock Tax Documents?
Stock tax documents are official statements that summarize your investment activity over a tax year. They are used to report capital gains, dividends, and other taxable events to the IRS.
Depending on your activity, you may receive one or more of the following:
1099-B (Proceeds from Broker and Barter Exchange Transactions)
Reports stock sales, including gains and losses.1099-DIV (Dividends and Distributions)
Reports dividend income from stocks or ETFs.1099-INT (Interest Income)
Reports interest earned on cash balances (if applicable).Annual Summary Statement
A consolidated overview of your trading activity for the year.
These documents are typically issued once per tax year after year-end processing is complete.
Why These Documents Matter
Your stock tax documents are required for:
Filing your federal and state tax returns
Reporting capital gains or losses from trading
Reporting dividend income
Maintaining compliance with IRS regulations
Supporting your personal financial records
Failure to report taxable investment activity accurately may result in penalties or delays in tax processing.
When Tax Documents Become Available
Tax forms are generally made available after the end of the tax year and once brokerage reporting is finalized.
Typical timing:
Late January to mid-February for preliminary forms
Finalized versions may be updated later if corrections are needed
You will be notified inside the app when your documents are ready.
How to Find Tax Documents in the BankSocial App
You can access your tax documents directly in the app by following these steps:
Step 1: Log In
Open the BankSocial app and sign in with your credentials.
Step 2: Go to Account or Settings
Navigate to:
Profile, Settings, or Account Menu (depending on your app version)
Step 3: Open Tax Documents or Statements
Look for a section labeled:
Tax Documents
Statements
Documents Center
Reports
Step 4: Select the Tax Year
Choose the applicable tax year (for example, 2025).
Step 5: Download or View Documents
You may be able to:
View documents in-app
Download PDFs for printing or filing
Email documents to yourself (if enabled)
Troubleshooting Missing Tax Documents
If you do not see your tax forms:
Confirm your account is fully verified (KYC completed)
Ensure you had taxable activity during the year
Check that you selected the correct tax year
Update your app to the latest version
Wait for official tax document release timelines
If documents are still missing after the expected release period, contact support through the in-app chat.
Important Notes
BankSocial does not provide tax advice—consider consulting a licensed tax professional
You are responsible for accurately reporting your investment activity
Even if you did not sell assets, dividends or interest may still be taxable
Always verify your personal tax situation with IRS guidelines or a tax advisor
Summary
BankSocial provides easy access to essential tax documents such as 1099-B, 1099-DIV, and annual summaries to help you stay compliant and organized. These documents can be found directly in the app under your account or documents section and are typically released after year-end processing.
Having timely access to your tax records ensures smoother filing and better financial management of your investment activity.