Upload any Robinhood statement PDF — Brokerage, Robinhood Gold, Robinhood Crypto, Robinhood IRA, plus year-end consolidated 1099 — and get a clean Excel file with stock holdings, options activity, crypto trades, dividends, and realized gains/losses on separate sheets.
Convert your Robinhood statement — free
Robinhood pioneered commission-free retail trading and remains the dominant platform for active stock + options + crypto traders. Active accounts can have hundreds of trades per month across stocks (long + short), options (calls + puts, single legs + spreads), and crypto. Year-end realized G&L can be hundreds of lines — far too many to type into a tax return manually.
Robinhood's monthly statement and year-end 1099 use a hybrid layout — stock activity organized chronologically, options activity grouped by contract, crypto trades in a separate section. Generic PDF tools fragment the activity across pages and miss the strike-price/expiration metadata critical for accurate options tax reporting (Section 1256 contracts vs equity options have different tax treatment).
PDFExcel reads Robinhood's hybrid layout. Stock holdings + transactions extract with the standard workflow. Options activity extracts with underlying symbol, strike, expiration, contract type (call / put), open vs close, premium, and realized G&L per contract — Schedule D-ready with the right Section 1256 vs equity options classification. Crypto trades extract with asset, quantity, USD proceeds, USD basis, and realized G&L.
Year-end consolidated 1099s reconcile across 1099-B (stock + crypto sales), 1099-DIV (dividends), 1099-INT (cash sweep interest), and 1099-MISC (Robinhood referral rewards). Pair with 1099 extraction if the same client also holds at Schwab / Fidelity / Vanguard.
The model knows that index options (SPX, NDX) are Section 1256 contracts (60% long-term / 40% short-term regardless of holding period) while equity options are taxed by holding period — and tags them accordingly so your downstream Schedule D is correct.
Most brokerage-statement tools handle long-only stock accounts. Robinhood traders need stock + options + crypto handled correctly — including the Section 1256 vs equity options distinction.
Mixed stock + options + crypto activity in one workbook. Section 1256 flag preserved. Schedule D-ready for short-term and long-term split.
| # | Asset | Symbol | Strike/Exp | Sold | Proceeds | Basis | G/L | Section 1256 |
|---|---|---|---|---|---|---|---|---|
| 1 | Stock | AAPL | — | 08/14/2024 | $23,140.00 | $13,820.00 | $9,320.00 | No |
| 2 | Option | TSLA | $240 Call 09/20/24 | 09/19/2024 | $840.00 | $420.00 | $420.00 | No |
| 3 | Option | SPX | 5800 Put 06/21/24 | 06/20/2024 | $1,420.00 | $840.00 | $580.00 | Yes |
| 4 | Crypto | BTC | — | 11/04/2024 | $8,420.00 | $6,200.00 | $2,220.00 | No |
| 5 | Stock | GME | — | 12/22/2024 | $1,840.00 | $2,180.00 | ($340.00) | No |
Active retail traders on Robinhood Brokerage / Gold / Crypto, tax preparers handling active-trader returns, day-trading mark-to-market filers (Section 475 election), crypto-active investors managing taxable lots.
300+ trades across stocks + options + crypto in 2024. Convert year-end consolidated 1099, build short-term + long-term + Section 1256 + crypto realized G&L sheet for tax filing — 30 minutes vs a full weekend of typing.
20 active-trader clients on Robinhood. Convert each client's year-end consolidated 1099 as one batch, handle Schedule D + Form 8949 + Form 6781 (Section 1256) + crypto in a single prep cycle per client.
Stocks at one broker, crypto at Robinhood. Convert Robinhood Crypto trades to Excel for cost-basis tracking against Form 8949 reporting requirements.
Yes. Index options (SPX, NDX, RUT, VIX) get tagged as Section 1256 — taxed 60% long-term / 40% short-term regardless of holding period. Equity options get standard holding-period treatment. The Section 1256 flag column distinguishes.
Yes. Active-trader year-end consolidated 1099s with hundreds of lines extract as one batch — no per-page limit (count toward your monthly document allowance, but a single multi-page 1099 is one document).
Yes. Each options transaction extracts with underlying symbol, strike price, expiration date, contract type (call / put), open vs close action, and quantity. Critical for accurate Schedule D + Form 8949 entry.
Yes. Robinhood Crypto trades extract with asset (BTC, ETH, etc.), trade date, USD proceeds, USD cost basis, and realized G&L. Crypto isn't covered by 1099-B's wash-sale rules, but proper cost-basis tracking is still required for Form 8949 reporting.
10 documents per month, free, forever. Most active traders only generate one document per month (the statement) and one per year (consolidated 1099) — fits free or Starter ($69/month, 50 docs) easily. Tax preparers handling many active-trader clients fit Pro at $199/month.