Menu

Updated

When will my tax documents be delivered?

For any taxable, joint, or trust accounts, a consolidated Form 1099 will be posted around February 20th. Why Feb 20th?

For any IRAs with withdrawals, you'll receive a 1099-R in early February.

For any IRAs with contributions, a Form 5498 will be posted to your account in May (because you can contribute to an IRA up until mid-April). The 5498 is not required to file your taxes. Learn more about Form 5498 here

In the unlikely event that there are corrections to your Form 1099, a revised document will be posted as soon as the correction has been filed, generally in late February or early March.

We will email you when tax documents are available - and you can access them by clicking the "Documents" link at the top of your dashboard.

 

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.

Was this article helpful?