Anonymous
Post 02/17/2026 13:40     Subject: Doing your taxes - Wells Fargo Investments
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.
Anonymous
Post 02/17/2026 13:37     Subject: Doing your taxes - Wells Fargo Investments
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
Post 02/16/2026 15:44     Subject: Doing your taxes - Wells Fargo Investments
My Vanguard was ready at least a week ago.
Anonymous
Post 02/16/2026 15:21     Subject: Doing your taxes - Wells Fargo Investments
Morgan Stanley says first week of March.
Anonymous
Post 02/16/2026 14:29     Subject: Re:Doing your taxes - Wells Fargo Investments
UBS is telling me 2/28. That gives me only 6 weeks to do my taxes. URGH
Anonymous
Post 02/13/2026 16:18     Subject: Doing your taxes - Wells Fargo Investments
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
Post 02/09/2026 05:26     Subject: Doing your taxes - Wells Fargo Investments
Waiting on Fidelity here. There used to be laws/rules enforcing the document released. What happened? PITA.
Anonymous
Post 02/08/2026 22:37     Subject: Doing your taxes - Wells Fargo Investments
My Wells Fargo investment account docs are usually available online around April 1. Sometimes week 3 or week of March
Anonymous
Post 02/08/2026 22:29     Subject: Doing your taxes - Wells Fargo Investments
Im waiting for Vanguard some time between mid Feb and early March.
Anonymous
Post 02/06/2026 11:26     Subject: Doing your taxes - Wells Fargo Investments
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
Post 02/06/2026 10:14     Subject: Doing your taxes - Wells Fargo Investments
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.