Filing your taxes
- ★ What can I expect for the upcoming tax season for my Wealthfront account(s)?
- ★ How do I address “Foreign tax paid” and "Foreign income" in my tax return or tax software?
- ★ How do I address “exempt-interest dividends” in my tax return or tax software?
- ★ Why are the cost basis and sales proceeds amounts on my Form 1099 so large?
- How do I change the tax year for an IRA Contribution?
- 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?
- How do I import my tax information into TurboTax or similar applications?
- Does Wealthfront help clients report taxes?
- What do I need to do for my IRA contributions (Form 5498) when filing my taxes?
- How should I use Wealthfront's tax documents if I don't use TurboTax?
- What should I do if the cost basis is reported as “N/A” or $0 for a given transaction?