Access your investing tax documents Our postmark dates Frequently asked questions When will my tax documents be available? Will I receive a tax document? Earned $10 or more in interest, dividends, and/or had proceeds from a sale Had IRA distributions, withholdings, or an indirect rollover Made an IRA Contribution Earned less than $10 in interest, dividends, and had no proceeds from a sale Had no IRA distributions, withholdings, or rollovers Did not make any IRA Contributions How do I access my tax documents online and in the mobile app? You can access up to seven years of tax documents online and in the mobile app. Here's how: Log into the Wells Fargo Mobile App Select Menu and then Statements & Documents In the Investing section, select Statements & Documents Choose your Account and Tax Documents/1099s as the Document Type and Tax Year Log into wellsfargo.com Choose your investment account Select Portfolio and then Statements & Docs Choose your Account and Tax Documents/1099s as the Document Type and Tax Year How do I access my tax documents if my account is closed? You'll get a paper tax document in the mail. If you have an active account with online access, you can also access it online and print it out, but you won’t be able to upload it to TurboTax ® or Excel. Why is my tax form marked 'not final'?

Issuing companies and trustees sometimes don’t provide the information we need to complete your Consolidated 1099 in time for the February 15 mailing deadline. If the IRS deadline falls on a Saturday, Sunday, or a legal holiday, the deadline becomes the next business day. The “not final” note means that issuing companies are likely to provide updated information for one or more securities. Once we have this information, we'll send you an Amended Consolidated Form 1099. A mutual fund with real estate investment trusts (REITs), foreign securities or municipal bonds that may be subject to alternative minimum tax (AMT) A real estate investment trust (REIT) A unit investment trust (UIT) A security organized as a grantor trust A foreign company A U.S. company with a fiscal year ending after December 31 Helpful resources 2025 Tax Planning Tables (PDF) Cost Basis Reporting How will the One Big Beautiful Bill Act (OBBBA) impact you? Important information 2025 Tax Essentials: A Guide to Understanding Your 1099 Statement and More (PDF) Important 2025 Tax Information - REMIC (PDF) Important 2025 Tax Information - WHFIT (PDF) Roth IRA Conversion Overview (PDF) Tax Treatment of Capital Gains and Dividends (PDF) 2025 Royalty Trust Tax Information (PDF) 2025 State Supplemental Tax Information (PDF) Calendars and forms IRS Publication 509 Tax Calendars (PDF) Find Federal Tax Forms (irs.gov) Find State Tax Forms (taxadmin.org)