Go back through your return and follow the steps below to download your 1099 data from RBC:
- Sign in to your RBC online account (RBC Direct Investing or RBC Online Banking, depending on where the account is held).
- Go to Documents or Statements.
- Select Tax Documents (look for 1099-INT, 1099-DIV, 1099-B, or Consolidated/Combined 1099).
- Choose the tax year, then Download (PDF). Some accounts also offer CSV.
If you use RBC Clearing & Custody or a U.S. RBC affiliate (e.g., RBC Wealth Management US):
- Log in to the client portal.
- Navigate to Documents > Tax Documents.
- Select the 1099 type and year, then download.
If import isn’t available, use the downloaded form to enter values manually.
