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When does Wealthfront send a 1099?
Wealthfront says the consolidated 1099 for taxable investing accounts is typically available in the third week of February.
Typical release
Verified Typically the third week of February
What the company published for a specific season
Cash-account 1099s are a separate document. Wealthfront says those are typically available on January 31 if interest was over $10 or promotions were $600 or more.
Corrected forms
Unverified Unverified. We did not find a typical correction window on an official page.
Forms
Consolidated Form 1099 Verified
Wealthfront says taxable portfolios, direct-indexing portfolios, bond accounts, and the stock-investing account receive a consolidated 1099 with dividends (1099-DIV) and security sales (1099-B) when those transactions occurred.
Cash-account 1099 Verified
Wealthfront says a 1099 is issued for cash-account interest over $10 or promotions of $600 or more. The page does not name 1099-INT versus 1099-MISC.
1099-DA Unverified
Not mentioned on the Wealthfront tax-document article we checked.
Tax software import
Verified means the broker or the software vendor says this firm’s forms can be imported. Unverified means we did not confirm it. This list is not a recommendation, and it does not cover wash-sale or cross-account reconciliation.
| Software | Status | What the source says |
|---|---|---|
| TurboTax | Verified | Intuit’s TurboTax import partner list includes “Wealthfront.” |
| FreeTaxUSA | Unverified | No official import statement found. |
| H&R Block | Unverified | No official import statement found. |
| TaxAct | Unverified | No official import statement found. |
| Koinly | Unverified | No official import statement found. |
| CoinLedger | Unverified | No official import statement found. |
Tax software sites
These links open each company’s own website. A listed name is not a recommendation, and TaxFormWatch does not review wash-sale or cross-account reconciliation features.
Questions people ask
When does Wealthfront send a 1099?
Wealthfront says the consolidated 1099 for taxable investing accounts is typically available in the third week of February. Cash-account 1099s are typically available on January 31.
What is inside the Wealthfront consolidated 1099?
Wealthfront names dividend detail (Form 1099-DIV) and security sales (Form 1099-B). It says you do not get the form if there were no sales and no dividends.
When do corrected Wealthfront 1099s arrive?
Unverified. The tax-document article does not give a correction window.
Sources
- Which tax documents will I receive for my account? (Wealthfront)
- TurboTax import partner list (Intuit)