topic Should I wait for my tax forms from my acorn or other investments if I did not withdrawal any money from these accounts? in Retirement tax questions

Should I wait for my tax forms from my acorn or other investments if I did not withdrawal any money from these accounts?

ericawjafra4u — Mon, 23 Feb 2026 09:33:15 GMT

I am certain I will not receive any sort of tax break based on the amount I deposited.

Re: Should I wait for my tax forms from my acorn or other investments if I did not withdrawal any money from these accounts?

Opus 17 — Wed, 01 Feb 2023 01:43:44 GMT

It really depends on the account activity. Your investments might have earned interest or dividends that would be taxable income now. If you invested in a mutual fund, there might be capital gains (or deductible losses) due to buying and selling activity within the fund. (Any dividends or gains that you pay income tax on now will be added to your cost basis, so they are not taxed again when you withdraw your capital gains.)

Re: Should I wait for my tax forms from my acorn or other investments if I did not withdrawal any...

MarilynG1 — Wed, 01 Feb 2023 01:52:03 GMT

You may want to access your investment account online and look for a link for 'Tax Documents' so you can view any documents that may be on their way to you.

Since they are required to be mailed by January 31st in most cases, you should have them shortly either way.