Updated
Corrected tax documents
Your Wealthfront account may be invested in a mix of exchange traded funds (ETFs) and individual stocks, depending on which account type and features you are using. Occasionally, some companies and/or ETF managers will issue corrected tax information and, in these cases, we’re required to provide an updated Form 1099.
Any corrected documents will be posted to your Documents page. We will notify you of the corrected document via email and with a notification when you log in to your Wealthfront account.
Corrections are generally made beginning in late February and early March. Corrections after March 31 are rare, but could occur. Prior versions of your documents are retained and marked as archived for your reference. Please be aware that, as described above, corrections are outside of Wealthfront’s control and we will deliver all updated information to you as quickly as possible.
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Wealthfront Advisers and its affiliates do not provide legal or tax advice and do not assume any liability for the tax consequences of any client transaction. Clients should consult with their personal tax advisors regarding the tax consequences of investing with Wealthfront Advisers and engaging in these tax strategies, based on their particular circumstances. Clients and their personal tax advisors are responsible for how the transactions conducted in an account are reported to the IRS or any other taxing authority on the investor’s personal tax returns. Wealthfront Advisers assumes no responsibility for the tax consequences to any investor of any transaction.
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