For clients who don't use TurboTax for tax prep, we've still worked to simplify your tax process.
In addition to your full, consolidated 1099 that we post to your dashboard under the "Documents" link we'll also provide an excel version of your transactions, which makes it easier for you to fill out your tax documents or share with a tax advisor.
Additionally, in the event that you receive a corrected 1099, we provide a report that shows you any differences between your previous 1099 and the corrected 1099 to streamline the correction process.
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Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.