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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.

 

 

Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

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