Welcome to our Investing Tax Center

• Earned $10.00 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

1. Log in to the Wells Fargo Mobile App
2. Tap on Menu and then Statements & Documents.
3. In the Investing section, tap on Statements & Documents.
4. Choose your Account and Tax Documents/1099s as the Document Type and Tax Year

1. Log into WellsFargo.com
2. Choose your investment account
3. Click on “Portfolio” and then “Statements & Docs”

You will 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 Turbo Tax^® or Excel.

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. 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 will 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