Viewing your tax statements in the Beanstox app is simple. In order to access and view your tax statements, follow the steps below:
Note: If you don’t see a tax statement, it is because your account did not meet the minimum reporting requirements set by the IRS for the year.
1. Tap the Setting icon on the bottom tools bar from the home screen
2. Tap the Statements and history option from the menu
3. Tap Tax documents and choose a statement from the dropdown menu
Even if you have previously canceled or closed your Beanstox account, you still have access to tax statements associated with your account. Please reach out to our Customer Support team if you have additional questions about accessing tax forms associated with your Beanstox account.
Do I need to pay taxes on my Beanstox investments?
Great question! We recommend consulting a tax advisor to determine how your Beanstox investments may impact your taxes.
Read our support article, “Do I have to pay taxes on my Beanstox investments?” to learn more.