Robinhood says your crypto tax doc is “ready” but it’s a 47-page PDF with no transaction detail. You need it usable by Monday, and the Robinhood Crypto and Robinhood Stocks have separate tax documents that don’t reconcile.
Robinhood Crypto and Crypto.com are the two main US-licensed “retail-first” exchanges. The recon cutoff tool handles both formats. This page covers the Robinhood Tax Document PDF, the new 1099-DA for 2025+, and the per-platform handling for tax software import.
Robinhood Crypto issues a 1099-DA for 2025+ (US users). The 2024 tax doc is a 1099-B summary. Robinhood’s Tax Document is a summary, not a transaction list. The recon cutoff tool’s PDF-to-CSV handles the conversion. Robinhood Crypto and Robinhood Stocks have separate tax documents. Crypto is the harder one to import.
Crypto.com and other US-licensed exchanges follow a similar pattern: summary tax doc + raw transaction history. The recon cutoff tool’s per-platform handling reads each platform’s format and normalizes the output. The conversion handles 100+ trades in about 1 minute.
For the broader crypto tax workflow, see the crypto tax statement preparation guide pillar. For the original exchange conversion, see the crypto exchange statement conversion guide. For cost basis methods, see the cost basis methods guide.
The Robinhood Crypto Tax Document
Robinhood Crypto issues a tax document for US users. The format depends on the year. For 2024, the format is a 1099-B summary. For 2025+, the format is a 1099-DA. The recon cutoff tool handles both formats.
What most guides miss about crypto tax reporting is that the quality depends on the mechanism, not on the tool. Two tools that look different on the surface often run the same 4-step process underneath: read, find, parse, verify. The difference is in how well each step handles edge cases (merged cells, missing balances, non-standard date formats, scanned vs digital input).
Choosing between tools based on UI alone misses the actual quality lever.
The 1099-B Summary (2024)
The 1099-B summary is a PDF with the totals: total proceeds, total cost basis, total gain/loss. The 1099-B summary does NOT have per-transaction detail. The recon cutoff tool reads the PDF, extracts the totals, and emits a summary file. For per-transaction detail, the user needs the raw transaction history (see below).
The 1099-DA (2025+)
The 1099-DA is the new IRS form for digital asset transactions. Robinhood issues it for 2025+ for US users with significant activity. The 1099-DA reports sales, exchanges, and (in some cases) staking to the IRS AND to the investor. The recon cutoff tool reads the PDF and emits a clean file for tax software import.
How to Download the Robinhood Tax Document
The Tax Document is downloaded from Robinhood’s Tax Center. The 5 steps take 2-3 minutes.
Step 1: Log into Robinhood
Log into Robinhood with your credentials and 2FA. The Tax Center is at robinhood.com/tax. The Tax Center is available on Robinhood App and Robinhood Web.
Step 2: Select the Tax Year
Select the tax year from the dropdown. The default is the current year. The Tax Center stores tax documents for the last 7 years. Older years need to be requested from Robinhood support.
Step 3: Find the Crypto Tax Document
Scroll to the “Crypto” section. The Crypto Tax Document is separate from the Stocks Tax Document. The Crypto section shows the 1099-B or 1099-DA for the selected year.
Step 4: Download the PDF
Download the PDF. The download takes 10-30 seconds. The PDF has multiple pages with the totals and (for 1099-DA) the per-transaction detail.
Step 5: Convert with the Recon Cutoff Tool
Upload the PDF to the recon cutoff tool. The tool reads the Robinhood format, normalizes the output, and emits a clean Excel or CSV file ready for CoinTracker, Koinly, or manual tax prep.
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Try It FreeRobinhood Crypto vs Robinhood Stocks
Robinhood has two trading platforms: Crypto and Stocks. Each has its own tax document. The recon cutoff tool’s per-platform handling reads each document separately.
For multi-product Robinhood users, the conversion step is per-product. Each product gets a separate converted file. The tax software aggregates the products for the final tax return. The recon cutoff tool’s per-product handling ensures each product is converted correctly.
The Raw Transaction History
The Tax Document is a summary. For per-transaction detail, Robinhood provides a separate “Account Statements” export. The export is a CSV with every buy, sell, receive, send, and staking reward. The recon cutoff tool reads the CSV and emits a clean file for tax software.
The raw transaction history is at Robinhood → Account Statements → Export. The export is a CSV with columns: date, transaction type, asset, quantity, price per unit, subtotal, fees, total. The recon cutoff tool’s per-column handling normalizes the output.
Crypto.com and Other US-Licensed Exchanges
Crypto.com follows a similar pattern to Robinhood: summary tax doc + raw transaction history. The 2024 tax doc is a 1099-B. The 2025+ tax doc is a 1099-DA. The recon cutoff tool’s per-platform handling reads each platform’s format and normalizes the output.
Other US-licensed exchanges (Kraken, Gemini, Coinbase) have their own formats. The recon cutoff tool’s per-exchange handling covers all of them. The conversion is the same regardless of platform: PDF or CSV to clean Excel/CSV for tax software.
Common Robinhood Crypto Tax Mistakes
3 mistakes Robinhood Crypto users make.
Mistake 1: Using the Summary Instead of the Raw History
The Tax Document is a summary. For per-transaction detail (needed for cost basis methods other than FIFO), the user needs the raw transaction history. The recon cutoff tool’s per-history handling reads the raw export.
Mistake 2: Confusing Robinhood Crypto and Stocks
Robinhood Crypto and Robinhood Stocks have separate tax documents. The recon cutoff tool’s per-product handling reads each separately. The recon cutoff tool’s per-product output is the input to the tax software.
Mistake 3: Forgetting Staking Rewards
Robinhood Crypto offers staking for some assets. Staking rewards are reported as income, not capital gains. The recon cutoff tool’s per-platform handling maps staking rewards to the income category. Forgetting it is the most common cause of IRS notices for Robinhood users.
A common failure mode bookkeepers report is treating this as a single operation rather than a chain of dependent steps. The temptation is to find a tool that ‘just works’ and stop investigating the mechanism.
The result is a wrong-fix cycle: the tool gives partial output, the bookkeeper spends 30+ minutes troubleshooting, the fix is for the wrong step, and the same error recurs on the next statement. The fix: identify which step failed and apply the right intervention to that step.
The Recon Cutoff Tool’s Per-Platform Handling
The recon cutoff tool’s per-platform handling reads the Tax Document PDF and the raw transaction history CSV, normalizes the columns to a standard format, and emits a clean Excel or CSV file. The output is ready for CoinTracker, Koinly, TokenTax, or manual tax prep.
The per-platform handling does 5 things: parses the platform-specific columns, normalizes date formats, normalizes sign conventions, separates staking income from capital gains, and outputs to the tax software’s import format. The conversion takes 30-60 seconds per account.
For the broader crypto tax workflow, see the crypto tax statement preparation guide pillar. For the original exchange conversion, see the crypto exchange statement conversion guide . For cost basis methods, see the cost basis methods guide . The bank statement converter handles all the steps with the integrity check at the end.
The bank statement converter handles all the steps with the integrity check at the end. The bank statement converter handles all the steps with the integrity check at the end. The bank statement converter handles all the steps with the integrity check at the end.
Related: complete 1099-DA crypto tax guide
This topic is part of the broader 1099-DA and crypto-tax cluster on this site. The consolidated hub for the entire topic, including the form mechanics, broker requirements, cost basis methods, reconciling to bank statements, and state-level differences, now lives in the complete 1099-DA crypto tax reporting guide.
For related reading, the complete US bank payment rails guide covers ACH and wire cash flows from crypto exchanges, and the complete MCC guide covers merchant category codes on credit-card statements. The expanded bank statement anatomy pairs naturally with this hub.
More on the broader cluster
For the broader context on US bank-statement reading, see the consolidated hubs on merchant category codes, payment rails, and the statement anatomy. These hubs work together to cover credit-card statements, bank-account statements, and the categorization signals that survive merchant-name truncation.
When reconciliation runs into edge cases, the practical answer usually lives in the federal-regulations cluster, the bookkeeper-resource cluster, or the credit-card-statements cluster. Each offers a domain-specific take on the same underlying signal.
Easy Statement Sheet reads bank-statement and credit-card statement PDFs into a clean four-column output (Date, Description, Amount, plus Merchant Category Code for credit-card statements, plus the running balance for bank-account statements). Files are never stored.
The first three statement conversions are free, no card required. Plans start at $15 per month. The four-column output preserves the categorization signals without retyping, so the rule-based reconciliation layer survives merchant-processor changes.
Decision framework for this topic
For the broader context on US bank-statement reading, see the consolidated hubs on merchant category codes, payment rails, and the statement anatomy. These hubs work together to cover credit-card statements, bank-account statements, and the categorization signals that survive merchant-name truncation.
Each hub is built to be the canonical reading for one cluster of search intent, with cross-cluster links that take you to the right next node.
When reconciliation runs into edge cases, the practical answer usually lives in the federal-regulations cluster, the bookkeeper-resource cluster, or the credit-card-statements cluster. Each offers a domain-specific take on the same underlying signal. The merchant category code is the same whether the reader is the small-business owner, the bookkeeper, or the lender.
For lender workflows, the merchant category code on credit-card statements and the ACH SEC code on bank-account statements are the two signals underwriters most often scan first. Lenders use the four-column conversion output as a quick reference for what the borrower actually spent.
Cash advances flagged at MCC 6011 and quasi-cash at MCC 6051 draw particular scrutiny at mortgage underwrite, and crypto exchanges on the ACH rail draw additional questions for self-employed applicants.
For bookkeeper workflows, the categorical signal ties directly into the chart-of-accounts. A bookkeeper who maintains categorization rules keyed off the merchant category code can process dozens of clients per week without manual categorization of common merchant types. The conversion output is the durable input; the rule set is the durable work product.
Easy Statement Sheet reads bank-statement and credit-card statement PDFs into a clean four-column output (Date, Description, Amount, plus Merchant Category Code for credit-card statements, plus the running balance for bank-account statements). Files are never stored. The conversion runs entirely in memory and produces a deterministic output that downstream tools can parse.
The first three statement conversions are free, no card required. Plans start at $15 per month. The four-column output preserves the categorization signals without retyping, so the rule-based reconciliation layer survives merchant-processor changes. For bookkeepers handling dozens of clients per month, this is the highest-leverage workflow to standardize.
Related reading and broader clusters
For the broader context on US bank-statement reading, see the consolidated hubs on merchant category codes, payment rails, and the statement anatomy. These hubs work together to cover credit-card statements, bank-account statements, and the categorization signals that survive merchant-name truncation.
Each hub is built to be the canonical reading for one cluster of search intent, with cross-cluster links that take you to the right next node.
When reconciliation runs into edge cases, the practical answer usually lives in the federal-regulations cluster, the bookkeeper-resource cluster, or the credit-card-statements cluster. Each offers a domain-specific take on the same underlying signal. The merchant category code is the same whether the reader is the small-business owner, the bookkeeper, or the lender.
For lender workflows, the merchant category code on credit-card statements and the ACH SEC code on bank-account statements are the two signals underwriters most often scan first. Lenders use the four-column conversion output as a quick reference for what the borrower actually spent.
Cash advances flagged at MCC 6011 and quasi-cash at MCC 6051 draw particular scrutiny at mortgage underwrite, and crypto exchanges on the ACH rail draw additional questions for self-employed applicants.
For bookkeeper workflows, the categorical signal ties directly into the chart-of-accounts. A bookkeeper who maintains categorization rules keyed off the merchant category code can process dozens of clients per week without manual categorization of common merchant types. The conversion output is the durable input; the rule set is the durable work product.
Easy Statement Sheet reads bank-statement and credit-card statement PDFs into a clean four-column output (Date, Description, Amount, plus Merchant Category Code for credit-card statements, plus the running balance for bank-account statements). Files are never stored. The conversion runs entirely in memory and produces a deterministic output that downstream tools can parse.
The first three statement conversions are free, no card required. Plans start at $15 per month. The four-column output preserves the categorization signals without retyping, so the rule-based reconciliation layer survives merchant-processor changes. For bookkeepers handling dozens of clients per month, this is the highest-leverage workflow to standardize.
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