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If my 1099-B from Acorns isn’t ready can I get the info from somewhere else so that I can file my taxes now?
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June 6, 2019
8:17 AM
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Retirement tax questions
In theory, while it is sometimes possible to calculate such numbers yourself a week or so in advance of Acorns, I strongly recommend against trying it. As their tax page
https://www.acorns.com/support/taxes/will-i-be-provided-with-the-proper-tax-forms/
states, even they don't have all the numbers they need yet to give you the answer. One slip or even a difference in rounding and your figures would differ from the 1099-B, possibly getting an IRS letter and forcing you to amend your return later.
June 6, 2019
8:17 AM