Help Center Finhabits

Taxes and documents

Information to consider for your taxes

Where can I view my Finhabits tax forms and monthly statements?

What tax documents are generated for Finhabits clients?

What is a 1099 form?

Why wasn’t a 1099 issued for my account?

What is a Consolidated 1099?

What is Form 5498?

Why haven’t I received a form for my retirement account?

Do I need to include these forms in my tax return?

How much will I owe in taxes?

When will my tax documents be available?