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Tax Center

Welcome to your tax center

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Expected delivery schedule

TurboTax® will be available for filing your tax documents from February 15 to October 15, 2024.

Banking documents

  • January 31, 2024

Investing documents

  • 1099-R Originals: January 19, 2024
  • 1099-Q Originals: January 19, 2024
  • 1099 Originals: February 1-15, 2024

See mailing dates.

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Frequently asked questions

Whether or not you get tax documents from us depends on the type of account you have, as well as how much interest you either paid or earned.

Checking, savings, or other deposit accounts: You’ll receive a tax document if we paid you $10 or more in interest on your account.
 
Mortgage and home equity accounts: You’ll receive a tax document if you paid interest on your loan.
 
Brokerage accounts: You’ll receive a tax document if you were paid $10 or more in dividends or capital gains distributions.
 
Retirement accounts: You’ll receive a tax document if you were paid $10 or more from your retirement account.
 
Trust accounts: If you’re unsure if you should receive a tax document from us, contact your Relationship Manager for help.

You’ll receive tax documents from us if you:

  • Earned $10 or more in interest, dividends, or had proceeds from a sale
  • Had IRA distributions, withholdings, or an indirect rollover
  • Made an IRA contribution

You won’t receive tax documents from us if you:

  • Earned less than $10 in interest, dividends, and had no proceeds from a sale
  • Had no IRA distributions, withholdings, or rollovers
  • Did not make any IRA contributions

Your interest, dividends, and proceeds can be found on your last statements for 2023. Keep in mind that the federal tax reporting requirements may result in different amounts appearing on your tax documents.

You can look at your last statement of the year to see if you paid or earned the minimum amount of interest to get one of these documents.

1098: You’ll receive this if you paid interest or received an interest refund on your mortgage loan. 

1099-INT: You’ll receive this if you were paid $10 or more in interest on your checking, savings, or deposit account.

1099-DIV: You’ll receive this if you were paid $10 or more in dividends or capital gains distributions.

1099-B: You’ll receive this if you had capital gains or losses.

1099-R: You’ll receive this if you were paid $10 or more from your retirement account.

You may receive other tax documents for trust or brokerage accounts. Reach out to your Relationship Manager or Financial Advisor for more details.

We mail original tax documents no later than January 31, or by the IRS deadline of February 15 for brokerage accounts. You can usually expect to receive your tax documents by the third week of February or by the end of February for brokerage accounts. 

You will get a paper tax document in the mail for your closed account. If you have another account with us that is active and has online access, you can download and print it, but you won’t be able to upload it to Turbo Tax® or Excel.

Banking tax document FAQs

Investing tax document FAQs

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Additional Resources

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

Documents may be published after the referenced dates above. Publication dates are affected by account holding and external security issuers sharing reportable information.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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