Tax Package Assistance
Use this guide to help you prepare and pull your tax forms.
Each Aspect of Your Wealth, Optimized.
Taxable Investment Account
If you have a Taxable Investment Account, you may have a 1099 Composite Form because you may have taxable income.
If you have an IRA, you may have a 1099R Form because you have taken a distribution this year.
If you have a Partnership Investment, you may have a K-1 Form because you own a partnership.