Where do I download my Public tax documents?

Use the broker’s official tax center and download the year-end consolidated PDF (often labeled “1099” or “tax documents”). Avoid screenshots; PDFs preserve text for extraction tools like BasilTax.

Does Public report my cost basis to the IRS?

Often yes for covered securities, but basis reporting has edge cases—wash sales, corporate actions, and transfers can still require your judgment. Always reconcile proceeds, basis, and adjustments to Schedule D.

How to Read Your Public 1099 for Taxes

Public tax documents

Last updated: 2026-04-27

TL;DR / ELI5

Imagine your broker as a vending machine that prints official receipts. Public packages your trades, dividends, and interest into IRS forms (mostly 1099 variants) so the IRS can auto-match your return. Public’s tax docs follow standard broker patterns with 1099-B/DIV/INT; social features don’t change tax treatment.

Technical definition: Public’s tax docs follow standard broker patterns with 1099-B/DIV/INT; social features don’t change tax treatment.

How Public tax documents work

Brokerages are required to furnish Form 1099 variants that summarize taxable events for the year. Public’s tax docs follow standard broker patterns with 1099-B/DIV/INT; social features don’t change tax treatment.

What to download before you file

Download the official consolidated PDF for the tax year. If you had corrections, keep both the original and amended packages. BasilTax works best when the PDF is searchable and includes all pages (including supplements).

Tie-out tips that prevent IRS letters

Compare totals on the PDF to your brokerage’s online tax summary. Watch for wash sale adjustments, crypto activity on separate statements, and RSU/ESPP flows that may also require employer forms.

Using BasilTax with Public

Upload your PDFs and let BasilTax extract amounts, map them to schedules, and surface explanations. When something looks unusual, jump from the computed line to the exact PDF region so you can verify—not guess.

Common pitfalls

Treasury vs. ordinary dividends
Gifted stock basis

Why verification matters

See how BasilTax traces return lines back to your PDFs so you can file with confidence.

How verification works →

Using BasilTax

Use official year-end PDFs from the app’s tax center.

Frequently asked questions

Where do I download my Public tax documents?: Use the broker’s official tax center and download the year-end consolidated PDF (often labeled “1099” or “tax documents”). Avoid screenshots; PDFs preserve text for extraction tools like BasilTax.
Does Public report my cost basis to the IRS?: Often yes for covered securities, but basis reporting has edge cases—wash sales, corporate actions, and transfers can still require your judgment. Always reconcile proceeds, basis, and adjustments to Schedule D.
What should I upload to BasilTax from Public?: Use official year-end PDFs from the app’s tax center.

Skip manual typing from PDFs

Drop your broker and employer tax PDFs—BasilTax maps amounts to the right schedules automatically.

Upload your PDFs