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  1. Wealthfront Support
  2. Taxes
  3. Filing your taxes

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?

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