Tax Reporting :

Tax Reporting

Modified on Mon, 02 Oct 2023 at 10:41 AM

We do not make filings to the IRS on your behalf, therefore forms are not sent out. 

In your account you will find the necessary tools to view and download every transaction that has ever occurred and may use this information to make tax determinations. 


To download your history, you must be logged into your account on a computer or laptop:


1. From your Dashboard, select View Account History 

2. Select the metal account you would like to view

3. Enter a Start Date, End Date, select Download, and "Search."


This will provide you with a .csv file of your entire account history. (If you do not know the start date of your account, enter a date that is older than 20 years). You may share the .csv file with your tax professional. 


A short video to demonstrate is below:

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