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Welcome to our Investing Tax Center

Find all the investing information you need to file your taxes.

Access your investing tax documents1

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Our delivery schedule

Jan. 19, 2024
1099R Originals
Jan. 19, 2024
1099Q Originals
Feb. 1-15, 2024
1099 Originals
Feb. 15-Oct. 15, 2024
TurboTax is available
Other important dates

Frequently asked questions

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1 Documents may be published after January 30th. Publication dates are affected by account holdings and external security issuers sharing reportable information.

As Wells Fargo Advisors is not a legal or tax advisor, we encourage you to speak to your chosen tax advisor regarding your specific situation.