Tax Season Is Here | When to Expect Your Tax Forms & Where to Find Them
As we head into tax season, many clients ask when their tax forms will be available and how to access them. Most tax documents (including Forms 1099) are typically released between late January and mid-February, depending on the type of account and investment activity. We’ll notify you as soon as everything is finalized and ready.
In the meantime, here’s how you can easily access your tax documents through your client portal:
On a Laptop or Desktop
- Log into your client portal
- From the Home screen, click the “My Documents” dropdown at the top
- Select Statements & Notices
- Under the Tax Docs subheading, choose the appropriate year
- Click Apply to view or download your documents
On Mobile (AdviceWorks App)
- Open the AdviceWorks app and log in
- Tap Documents at the bottom of the screen
- At the top, select Statements & Notices
- Use the Type dropdown and choose Tax Docs
- Tap Search to view your available forms
If you have any trouble locating your documents or have questions as you prepare your return, don’t hesitate to reach out - we’re here to help make tax season as smooth as possible.