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Concerns about tax documents

A 1099 document reveals our tax information, the amount of money you got from selling shares during the year for uphold Login, and the amount of realized losses that violate the IRS wash sale rule and get uphold Login.

When will my 1099 be available for viewing?

All of the 1099 paperwork you'll need from uphold will be available beginning in mid-February. If you had any reportable income or trades at both uphold Securities and uphold Crypto throughout the year, you may have received more than one 1099 for uphold Login.

How can I get access to my tax documents?

To view your 1099 via your mobile app, tap here, or follow these steps:

1. Click the Account icon in the lower right corner.

2. Select Statements & History.

3. Select Tax Documents.

Please keep in mind that downloading huge documents through our online platform may be the best option.

Learn more about obtaining your tax forms and troubleshooting typical tax document errors by visiting our Help Center using uphold Login.

Why did I receive so many documents?

You may receive one or more of the following papers depending on your account activity during the year for uphold Login.

If you had a taxable event in 2021, such as dividend payments, interest income, miscellaneous income, or the sale of stocks, mutual funds/ETFs, or options, you will get a uphold Securities IRS Form 1099. If you sold bitcoins or got other revenue in 2021, you will receive a uphold Crypto IRS Form 1099.

§ If any changes were made to your 1099, you will get a revised uphold Securities IRS Form 1099 and/or uphold Crypto IRS Form 1099. (s).

What happened to my tax document?

You will not obtain a tax document if all of the following conditions are met:

a dividend or interest payment of less than $10

No stocks, mutual funds/ETFs, or options were sold using uphold Login.

1. No cryptocurrencies were sold.

2. Miscellaneous revenue totaled less than $600.

3. How do I enter my 1099 information into TurboTax?

4. To upload your 1099 to TurboTax, follow these steps:

Open TurboTax and go to the Stocks, Mutual Funds, Bonds, and Other section

When prompted to input your bank name, type uphold - uphold Securities for uphold Login.

1. On the following screen, enter your account number and Document ID.

2. Your account number is a nine-digit number that may be located towards the top and center of your Form 1099. Your document ID is located in the upper right corner of your Form 1099, next to the Statement Date. This is an 11-character alphanumeric ID. For example, "11AA 11A AAAA." Fill in the blanks with this number for uphold Login.

3. You may import your consolidated uphold Securities 1099 using this manner. This method allows you to directly import up to 1,500 transactions.

4. To submit your cryptocurrency information, follow these steps:

5. Open TurboTax and go to the Wages & Income section.

6. Select Cryptocurrency and then press the Start button.

7. When prompted, "Did you sell or exchange cryptocurrencies in 2021?" choose Yes.

8. Click Continue after selecting the uphold symbol for uphold Login.

9. Submit your Consolidated 1099 in CSV format.

10. Complete the remainder of the process to submit your bitcoin earnings.

FAQ

What is uphold Gold, exactly?

uphold Gold gives access to stocks of research papers, Level II market data, and large quick deposits using uphold Login for a monthly fee of $5.

What are the requirements for exiting an option position early?

This might imply selling off high-risk assets before the uphold Login market shuts. We will close on expiry dates, but uphold may be able to begin sooner. If you have several investments in the same uphold Login stock.

Is the price of cryptocurrency consistent across exchanges?

This is especially important in uphold at times of high volatility. uphold Crypto gathers liquidity (availability of assets) from several trading venues to give you competitive uphold Login rates.

What can I do to help secure my email account?

Choose a unique password for your email account and enable two-factor authentication as a best practice. Before sending emails with links, attachments, or demands for sensitive activities or personal information, double-check the sender. Whenever feasible, log in directly using a web browser or application rather than through uphold Login links.

What happened to my username?

Your username must be between three and twenty characters long and contain only letters, digits, and underscores. It should be noted that obscene or filthy language is strictly prohibited. You may not use uphold Login to impersonate uphold or another firm. Our system may refuse to accept complete or partial names in specific instances.

If you are having trouble coming up with a username that fulfills the above criteria, we recommend that you try again with other characters or abbreviating names. You can seek help from uphold Login.