Access your tax forms online
- Sign on to your account via desktop.
- Click portfolio.
- Click Statements and Docs.
(If applicable, select an account.)
- Scroll down to Tax Documents/1099s section.
With tax planning throughout the year, you can help take the stress out of tax day and feel more confident.
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.
|April 18, 2017||2016 tax year individual returns due
Last day to contribute to a traditional or Roth IRA for tax year 2016
|June 15, 2017||Deadline for filing 2nd Quarter 2016 Estimated Tax Payment if you are paying quarterly estimated taxes|
|Sept. 15, 2017||Deadline for filing 3rd Quarter 2016 Estimated Tax Payment if you are paying quarterly estimated taxes|
|Oct. 16, 2017||Extended individual tax returns due if you received an extension on your 2016 taxes.|
|Jan. 16, 2018||Deadline for filing 4th Quarter 2016 Estimated Tax Payment if you are paying quarterly estimated taxes|
Important tax links
- 2016 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 “American Taxpayer Relief Act of 2012” set a $5 million exclusion amount for the estate, gift, and generation-skipping taxes, which is indexed for inflation and is now $5.45 million in 2016. Estate and gift tax rates are 40%.
Your estate plan should be designed to 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 $5.45 million and married couples with a taxable estate above $10.9 million may want to consider implementing advanced wealth-transfer strategies. If you are in this category, be sure to talk with your estate attorney about suitable planning alternatives.
Gift tax annual exclusion
Each individual may transfer up to $14,000 per person per year 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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