Why does tax-exempt interest appear on my Form 1099? The tax law requires us to report this information on Form 1099. The interest may not be taxable but is required to be reported on your tax return and may affect other items, such as taxation of your Social Security benefits.
Does Wells Fargo do tax returns?
In addition, most taxpayers can file a totally paperless tax return. The Wells Fargo Tax Center and all information provided here are intended as a convenient source of tax information. This information is general in nature, is not complete, and may not apply to your specific situation.
Where is my Wells Fargo tax documents?
Tax documents are located in Wells Fargo Online for you to view and print. Beginning in February each year, you may request a copy of the Form 1098-E be mailed to you. You request this through our automated system at 1-800-658-3567.
How long does Wells Fargo take to process stimulus check?
Once a payment is mailed, the IRS reports it may take up to 14 days for you to receive it.
How to get a Form 1099 from Wells Fargo?
If you’d like to receive separate Form 1099 documents in the future, you can call us at 1-800-TO-WELLS (1-800-869-3557) to make your request. For business accounts, call 1-800-225-5935.
What to do if Wells Fargo does not send you tax forms?
If you contact Wells Fargo or any other company that should be sending you tax forms and they still fail to get them to you by the end of February, you can contact the Internal Revenue Service. You can also contact the IRS if the forms have incorrect information on them.
When do Wells Fargo savings account tax documents come out?
For example, your mortgage tax document may be available several weeks before your savings account tax document. All applicable IRS-required tax reporting documents will generally be available online on or before January 31 or by mid-February for brokerage accounts.
How to view Wells Fargo brokerage tax documents?
Brokerage customers: You may not have access to all of your brokerage tax documents on Wells Fargo Online. Visit Wells Fargo Advisors for access to all of your brokerage tax documents. Select Statements & Documents, then Tax Docs/1099s. Why can I see only some of the tax documents I am expecting through Wells Fargo Online?
