Starting January 21st, National Financial Services (Fidelity) will begin releasing 2021 1099 tax reporting statements.
- Retirement account 1099s (if taxable event occurred in 2021) available January 21st (end of February if mailed)
- Most other account 1099s available mid-February (end of February if mailed)
If you elected eDelivery, you will receive an email from Kestra that your tax reporting statements are available.
If you did not elect eDelivery, please expect to receive your tax reporting statements in the mail starting in February.
Tax documents can be located in Wealthscape Investor using the following steps:
- Visit www.rswill.com
- Select Client Login
- Select Wealthscape
- Sign in to Wealthscape
- From the account panel on the left-hand side, locate your account and select Details.
- Select Documents.
- Select Tax Documents.
- Select Tax Year and Go.
- Click View to open the tax reporting statement. To download or print the PDF, see icons in the upper right-hand corner.
If you need assistance locating your tax reporting statements or would like our team to provide them to your Accountant or CPA, please call our office at 301-360-4477.