How to access your tax documents on the iOS mobile app
Carta users can now access Forms 3921 and 1099-B from the dedicated Tax Documents section within their Account.
Navigate to the Account tab on the Carta app. Under personal information, tap Tax Documents. If there are multiple portfolios, select the desired portfolio to view the related documents.
Tap on a document to view, share, or download.
Scroll down to view the Documents section on the option details screen and tap on a document to preview.