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?