Doing your taxes - Wells Fargo Investments

[Anonymous]

They are always the last to have forms available. Is anyone's Wells Fargo Advisors/investments docs ready yet? When are you expecting yours to be available?

I wanted to do my taxes this weekend - everything else is ready.

[Anonymous]

Schwab sent out notice things won't be ready until the end of Feb. I think this is actually allowed per tax regs. It sucks bc I have everything else ready. I can pull dividends/interest but I need qualified, foreign tax credit etc.

[Anonymous]

Im waiting for Vanguard some time between mid Feb and early March.

[Anonymous]

My Wells Fargo investment account docs are usually available online around April 1. Sometimes week 3 or week of March

[Anonymous]

Waiting on Fidelity here. There used to be laws/rules enforcing the document released. What happened? PITA.

[Anonymous]

Anonymous wrote:My Wells Fargo investment account docs are usually available online around April 1. Sometimes week 3 or week of March

April 1st? So 2 weeks before taxes are due? That's absurd.

[Anonymous]

UBS is telling me 2/28. That gives me only 6 weeks to do my taxes. URGH

[Anonymous]

Morgan Stanley says first week of March.

[Anonymous]

My Vanguard was ready at least a week ago.

[Anonymous]

Anonymous wrote:Schwab sent out notice things won't be ready until the end of Feb. I think this is actually allowed per tax regs. It sucks bc I have everything else ready. I can pull dividends/interest but I need qualified, foreign tax credit etc.

I logged in this past weekend and had my Schwab tax forms.

[Anonymous]

I'm pp I buy/sell my own stocks and my tax forms were ready -- already sent them to accountant. But, if you mean advisor managed funds, maybe that's later.