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kay3
New Member

Do I need to wait for a Consolidated Form 1099 from Wealthfront or can I file now?

Between Nov and Dec 31 of last year I invested less than $1500 in an individual account at Wealthfront and it gained approx  $50 over that time. I did not sell any of it. Do I need to wait for a tax form from Wealthfront or can I e-file now?


2 Replies

Do I need to wait for a Consolidated Form 1099 from Wealthfront or can I file now?

You should not efile until you have received all your "Important Tax Documents."  If, by chance, there is important information you need to report, but did not because you didn't have the document in hand, you may have to amend your return and you may owe penalties and interest if you owe more taxes.

Do I need to wait for a Consolidated Form 1099 from Wealthfront or can I file now?

Wealthfront data is available now...but turbotax doesn't think so...
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