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Opens the scrolled simulated dialogImportant Disclosures

Where to Find Your 1099

Your 1099 tax form is available for download in the Tax Center (even if you've asked us to mail you one). Tax forms from the last three tax years are available online. Here's how to find them:

  1. Go to the Accounts tab
  2. Hover over Tax Center1099 Tax Forms (if you're not signed in, we'll ask you to)
  3. Select the Account and the Tax Year
  4. For security purposes, enter the last 4 digits of the first (or primary) account holder's SSN
  5. Select Save or View and print

Receiving your 1099 by mail

If you would like us to send a copy of your tax forms in the mail, just let us know (don't worry - a copy will still be available online). You'll need to change your delivery preference by December 31 of the prior year. To change your delivery preference:

  1. Go to the Accounts tab
  2. Hover over Overview and click Profile & Settings
  3. Click on the Accounts Settings tab
  4. Next to Tax Statement Document Delivery, click Edit

Import directly to Turbo Tax® or H&R Block®, TaxACT®

You can also import your 1099 directly into Turbo Tax® or H&R Block®, TaxACT®:

  1. Download your 1099 tax form from the Tax Center (see above for how to do this)
  2. Locate your Account number and Document ID in the top right hand corner of your Consolidated 1099 form
  3. When in H&R Block®, TurboTax®, or TaxACT®, select Capital One Investing
  4. Enter your Account number and Document ID to import your 1099 tax form

Note for IRA/Roth/ESA customers: TurboTax® allows importation of 1099-R forms only. H&R Block At Home® and TaxACT® do not allow 1099-R or 1099-Q forms. None of the above products allow importation of 5498 or 5498-ESA forms.