Taxes and Documentation
Information to help guide you through the tax preparation process, as it pertains to your Ellevest investing accounts. Remember, Ellevest is legally unable to provide tax guidance and we recommend reaching out to a tax professional.
- When will my tax documents be available?
- Can I still make an IRA contribution, manage excess contributions, relabel a tax year, or file an extension?
- Where can I view my Ellevest tax forms and monthly statements?
- How much can I contribute to my Ellevest investing account?
- What if I accidentally contributed more than the limit to my IRA account?
- IRA contribution deadlines
- How do I report my IRA contributions when I file my taxes?
- How do I submit my IRA deposit so that it’s associated with the tax year I intend?
- How do I retroactively change the tax year on my contribution?
- Will my recurring deposits carry over into the next tax year?
- What state are my tax-exempt dividends from?
- How do I view my cost basis information?