Menu

Updated

Why is the number listed in the Account Number box on my 1099-R different from the Wealthfront account number I see on my statements and Settings page?

Our IRA trustee and custodian, IRA Services Trust Company, uses an internal identifier for your account that is different from your Wealthfront account number. That internal identifier is listed in the Account Number box on your 1099-R. To help you cross-reference, we have added your Wealthfront account number to the file name. The account number used by IRA Services Trust Company has no effect on your taxes.

 

Was this article helpful?

This article is not intended as tax advice, and Wealthfront does not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Wealthfront assumes no responsibility for the tax consequences to any investor of any transaction. Investors and their personal tax advisors are responsible for how the transactions in an account are reported to the IRS or any other taxing authority.