Menu

Updated

How should I use Wealthfront's tax documents if I don't use TurboTax?

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.

 

 

Was this article helpful?

This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

© 2020 Wealthfront Corporation. All rights reserved.