When will my tax documents be available?
For any taxable investment accounts, the tax documents will post around February 15th. You can access them by opening the Illuminate app and navigating to the Profile tab, then Settings, Documents, and Tax Documents, where they can be downloaded. We will email you when the documents are available. To learn the timing of other tax documents, get more detail here.
Which tax documents should I be expecting? You should expect the following:
For any taxable investment accounts with dividends or realized gains/losses, we'll post a Consolidated 1099.
For any IRAs (Traditional, Roth, or SEP) with any distributions/withdrawals, we'll post a 1099-R.
For any IRAs with contributions/deposits, we'll post a form 5498 (this won't be available until late May because you can contribute to an IRA through mid-April).