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Tax Center

Welcome to your Tax Center

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Expected delivery schedule

Banking documents

  • January 31, 2025

Investing documents

  • 1099-Q Originals: January 16, 2025
  • 1099-R Originals: January 21, 2025
  • 1099 Originals: February 3 – February 18, 2025
  • Turbo Tax® is available: February 11 – October 15, 2025

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 $600 or more in 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 2024. 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 $600 or more in interest 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 18 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. 

Log in to the Tax Center in the Wells Fargo Mobile app.

You can access up to seven years of tax documents online and in the mobile app. Here's how:

From your mobile app:

  1. Log in to the Tax Center in the Wells Fargo Mobile app.
  2. Select Menu, and then Statements & Documents.
  3. Select Tax Documents.
  4. Choose your Account and Tax Documents/1099s as the Document Type and Tax Year.

From a desktop computer:

  1. Log in to wellsfargo.com
  2. Select “Accounts” in the main navigation, and then “Statements & Docs”
  3. Select “Tax Documents”
  4. Choose your Account and Tax Documents/1099s as the Document Type and Tax Year

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.

Availability may be affected by your mobile carrier's coverage area. Your mobile carrier's message and data rates may apply.

Documents may be published after January 28. Publication dates are affected by account holdings and external security issuers sharing reportable information.

Android, Google Play, Chrome, Pixel and other marks are trademarks of Google LLC.

Apple, the Apple logo, Apple Pay, Apple Watch, Face ID, iCloud Keychain, iPad, iPad Pro, iPhone, iTunes, Mac, Safari, and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries. Apple Wallet is a trademark of Apple Inc. App Store is a service mark of Apple Inc.

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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