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How To Access Your 1099 Investment Tax Forms...

How To Access Your 1099 Investment Tax Forms...

Condon Sullivan Wealth Management & Planning is here to help you obtain your tax information. Below you will find helpful information to access your documents for the following companies:

  • American Funds
  • AssetMark
  • Brinker Capital
  • Betterment
  • Cole
  • Fidelity
  • FS
  • HTK
  • Inventrust
  • John Hancock
  • KBS
  • BNY Mellon / Pershing
  • Pacific Oak / KBS
  • Prudential
  • Penn Mutual 
  • Voya / Venerable

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American Funds

American Funds

Instructions To Access Your Tax Documents

  • Log into your account online here.
  • Follow steps outlined in the American Funds Accessing your Account Online’ Brochure here.
  • If you need further assistance, contact American Funds customer support 1-800-325-3590.



AssetMark

AssetMark

Instructions To Access Your Tax Documents

  • Login to your account here.
  • Follow the notification prompts on your screen once you are logged in. 
  • If you need further assistance, contact AssetMark customer support 1-800-664-5345 (choose option 1). A representative will help you login and retrieve the documents to be downloaded – they are unable to send via email. Security questions are randomized.



Betterment

Betterment

Instructions To Access Your Tax Documents

  • Log into your account here:
    • Select ‘Documents’ on the left sidebar
    • Click on ‘Taxes’ tab in the window, top center
    • Download Tax documents for your account
    • Note that the documents will not be available until February 1st (Forms 1099-R & 1099-INT) or February 16th (Forms 1099-B & 1099-DIV); a full timeline is found here.
    • If you are using turbo tax or other online tax software you can find turbo tax instructions here to import your tax data directly into turbo tax.
  • If you need further assistance, contact Betterment customer support 646-600-8263.
  • View Betterment's Tax Calendar here


BONUS READING: What is Tax Loss Harvesting?

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or "harvesting" a loss, investors are able to offset taxes on both gains and income. The sold security is replaced by a similar one, maintaining an optimal asset allocation and expected returns.

What to know more about Betterment’s Tax Loss Harvesting+ (TLH+)? Read the white paper here.



Brinker Capital

Brinker Capital

Instructions To Access Your Tax Documents

  • Call Brinker's customer support center 1-800-333-4573 (choose option 3).
  • A representative will ask for the account #, SSN & DOB to verify ID. They are able to send out the documents via email once verified.

Important Dates As Per Brinker: 

  • 5498 contributions and market value timings – available 1/21.
  • 1099R’s – available online 1/21 / (will be mailed out first week of February).
  • 1099 informational tax statements – available 2/13.



Fidelity

Fidelity

Instructions To Access Your Tax Documents



    John Hancock

    John Hancock

    Instructions To Access Your Tax Documents



    Hornor, Townsend & Kent, LLC (HTK)

    Hornor, Townsend & Kent, LLC (HTK)

    Instructions To Access Your Tax Documents

    • If your statement reads HTK at the top, these assets are customized at Pershing
    • Please follow the instructions for Pershing (below). 



    Pershing

    Pershing

    Instructions To Access Your Tax Documents

    • Log into your account here.
      • If you have not previously logged into this website before, please call our office (781-552-4900) so we can assist you with initial online account setup.
    • Visit the Tax Resource Center online here.

    How to Download Pershing tax documents into TurboTax (Please note this option is only available for Turbo Tax premier or higher)

    Once you get to the “Wages & Income” portion of your tax return, below are some instructions to follow:

    1. Click on “Add” on the Dividends on 1099-DIV section
    2. Select “Add Broker or Payer”
    3. Search for “NetXInvestor (Pershing)” on the search bar, Click “Continue”
    4. Enter “5HK” for Financial Institution Number, your User ID, and Password and click “Continue”. If it’s your first time logging in, please complete the ‘Pershing Online Registration Guide’ temporary password and login instructions will be emailed to you separately.
    5. Next select the 1099s to download into Turbo Tax and click “Import Now” and click “Done”
    6. From there continue your tax returns and contact their customer support team if additional assistance is needed. 



    Penn Mutual

    Penn Mutual

    Instructions To Access Your Tax Documents



    Prudential

    Prudential

    Instructions To Access Your Tax Documents



    Voya / Venerable

    Voya / Venerable

    Instructions To Access Your Tax Documents

      • Log into your account here.
        • Select ‘Individual Investors’ upper left-hand corner 
        • Select ‘Account Access’ upper right-hand corner
        • Under ‘My Account’ Select ‘Access Account’
        • Sign in with your existing User ID on the left, or selection ‘Register’ under get online access
      • If you need further assistance, contact Voya customer service 855-663-8692.



    REITs / OTHER: 

    Cole

    Instructions To Access Your Tax Documents

      • Tax forms will start to be mailed by Feb 1st 2021.
      • For further assistance, call Cole customer support 866-907-2653 (option 2 , then option 1).



    FS

    Instructions To Access Your Tax Documents

      • Documents will be mailed as soon as possible. No exact date has been provided at the time of this writing. 
      • For further assistance, call FS customer support 877-628-8575 (option 1).




    Inventrust

    Instructions To Access Your Tax Documents

      • Tax forms will start to be mailed by Feb 15th 2021.

      • For further assistance, call Inventrust customer support 855-377-0510. 





    KBS Reit I & KBS REIT II

    Instructions To Access Your Tax Documents

      • Tax forms will start to be mailed by mid-February 2021.

      • For further assistance, call KBS customer support 866-584-1381.




    Pacific Oak / KBS Strategic Opportunity 

    Instructions To Access Your Tax Documents

      • Documents will be mailed as soon as possible. No exact date has been provided at the time of this writing. 
      • For further assistance, call Pacific Oak customer support 844-377-5783.

      • For further assistance, call KBS customer support 866-584-1381.




    Have Questions? 

    Have Questions? 

    If you need assistance, contact Casey (csciortino@condonsullivan.com) or Zuly (zfeliz@condonsullivan.com) by phone 781-552-4900. 



    Additional Tax Resources

    Tax Articles

    Tax Articles


    View Here
    Tax Forms

    Tax Forms


    View Here



    Tax Dates

    Tax Dates


    View Here
    Tax Rates

    Tax Rates


    View Here