Access your tax forms online
Sign on to your account via desktop or tablet
- Click Portfolio
- Click Statements & Docs
(If applicable, select an account.)
- From Document Type drop-down menu on the left, choose Tax Documents/1099s
With tax planning throughout the year, you can help take the stress out of tax day and feel more confident.
Mailing schedule for 2017 tax documents
|Mailed on or before IRS Mailing Deadline||Mailing|
|January 31, 2018||Market Value and RMD Information (Form 5498)|
|January 31, 2018||Forms 1099-R and 1099-Q|
|January 31, 2018||IRA Corrected Valuations (for accounts with no December Statement)|
|February 15, 2018
In some instances, you may receive an amended version for your account when additional income or distribution information was provided after the original mailing deadline.
|Consolidated Statement &
Form 1099-OID (REMIC)
Form 1099-INT (WHMT)
|April 17, 2018||Schedule K-1|
|April 30, 2018||Form 5498-ESA|
|May 31, 2018||Form 5498|
Important tax planning dates
Your tax strategy should be a group effort — a Financial Advisor can work with your CPA and other advisors to develop a plan that works for your situation.
|Jan. 16, 2018||Deadline for filing 4th Quarter 2017 Estimated Tax Payment if you are paying quarterly estimated taxes|
|April 17, 2018||2017 tax year individual returns due
Last day to contribute to a Traditional or Roth IRA for tax year 2017
Deadline for filing 1st Quarter 2018 Estimated Tax Payment if you are paying quarterly estimated taxes
|June 15, 2018||Deadline for filing 2nd Quarter 2018 Estimated Tax Payment if you are paying quarterly estimated taxes|
|Sept. 17, 2018||Deadline for filing 3rd Quarter 2018 Estimated Tax Payment if you are paying quarterly estimated taxes|
|Oct. 15, 2018||Extended individual tax returns due if you received an extension on your 2017 taxes.|
Important tax links
- 2017 Tax Guide (PDF)
- IRS Publication 509 Tax Calendars (PDF)
- Find Federal Tax Forms (irs.gov)
- Find State Tax Forms (taxadmin.org)
- IRS Cost Basis Reporting
Visit the TurboTax website to read tax planning articles and e-file your taxes today.
- Cost Basis
- Guide to Short-term vs Long-term Capital Gains Taxes
- Tax Tips for Investors
- Capital Gains and Losses
- Guide to Taxes on Dividends
- What Are Deductible Investment Interest Expenses?
- VIDEO: How TurboTax Helps with Complex Taxes
Federal estate tax
The exclusion amount for the estate, gift, and generation-skipping taxes is $5.49 million in 2017. Estate and gift tax rates are 40%.
Your estate plan should be designed to help provide protection during your lifetime, not just at death. As you age, it becomes increasingly important to include robust “lifetime planning” provisions in durable powers of attorney, health care directives, and living trusts.
Individuals with a taxable estate above $5.49 million and married couples with a taxable estate above $10.98 million should talk with an estate attorney about suitable planning alternatives.
Gift tax annual exclusion
Each individual may transfer up to $14,000 per person in 2017 to any number of beneficiaries (family or non-family), without paying gift tax or “using up” any available credits.
Note: The Wells Fargo Advisors Tax Center site is designed to provide accurate, authoritative tax information online regarding the subject matter covered. It is made available with the understanding that Wells Fargo Advisors and/or its affiliates are not engaged in rendering legal, accounting or tax advice. If legal, accounting, or tax assistance is required, the services of a competent professional should be sought. The hiring of a professional is an important decision and should not be based upon advertising. Ask for written information stating qualifications, experience and firm association before making a decision.
Wells Fargo Advisors is not a legal or tax advisor.
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