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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.

 

 

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Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.

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.