Taxes | Acorns

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Why did I not receive any tax forms from Acorns this year?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. If you did not receive a tax form this year, your Acorns account activity did not meet the minimum reporting ...
Do I have to pay taxes on money I make through my Acorns account?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. In general, when we earn money from our investments, Uncle Sam wants his cut, too—just like with the re...
Will I be provided with the proper tax forms?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. Yes! But which tax forms you receive will depend on what kind of account you have with us. Acorns Invest &...
Why do I need to wait for my 1099?

Some of the Acorns portfolios included assets linked to real estate. They tend to be affected less by dips in the market, and their dividends tend to be higher. But they take a little longer to report their annual results. To ensure that your 1099 form reflects the most up-to-date figures, and...
When do I get my 1099 tax form?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. If you are an Acorns Invest and/or Early customer, we are processing the final adjustments and will make your...
Why did I receive a 1099 form?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. You may be eligible to receive a 1099 form if your investment activity with Acorns last year meets IRS report...
How do I read my 1099?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. Note: This information applies to Acorns Invest, Acorns Later, and Acorns Early accounts. Your 1099 notes inv...
How do I get my 1099 when my account is closed?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. You can still access your tax forms, even if you’ve closed your Acorns account. Using your computer or ...
Will I owe taxes if I make a withdrawal from my Later account?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. Whatever your type of IRA, you may get certain tax benefits from investing for your long-term future th...
What is a 1099-R form?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. The 1099-R form lists money withdrawn from a tax-advantaged retirement account, like your Later account...
What is a 5498 form?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. The 5498 form lists any contributions or rollovers (when you move another retirement account balance to...
What’s a 1099-MISC form?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. The 1099-MISC form lists money not earned through an employer, like when you get a bonus for referring friend...
How will I get my 1099-MISC?

Acorns will email you a link to the 1099-MISC form where you will then be able to download it as a PDF. Please note that we will not be sending your 1099-MISC form through physical mail. It will be available to download digitally. To see the latest dates by which you can expect to receive your...
What do I do with my 1099-MISC form?

This is provided for informational purposes only. Acorns does not provide tax or legal advice. You should consult with a tax or legal professional to address your particular situation. If you receive a 1099-MISC form, you may be responsible for reporting the information it contains to th...

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