Where do I find my tax forms and statements?
As we approach the tax deadline, all necessary tax forms will be received either via mail or posted to your online portal. Remember, Form 5498s for IRAs will be mailed out no later than May 31st but are not required for filing.
If you need a duplicate or replacement statement, your tax documents can be accessed on each company’s website.
In the link below, you will find a list of common solutions that our clients utilize. Unsure of which websites to visit? A summary of your entire portfolio can be found in AdviceWorks, your client portal.
Please note: For each website you will need to create a login and password to access your forms.
CLICK HERE for a various company log-in links
(easy to navigate and clickable verson of image to the left)
Want to calculate RMDs?
Here you can go directly to the SEC's investor.gov portal to estimate your required minimum distributions. Want help with how to create and implement a plan for your distributions? Schedule a meeting with our team on the link at the top of the website.
Personal Finance Calendar
Can I Create a Roth if I’m Over the Income Limit?
