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  3. Taxes and Documentation

Taxes and Documentation

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  • When will my tax documents be available?
  • Can I get my tax documents sooner than February 28?
  • Will I be receiving tax documents?
  • Where can I view my Ellevest tax forms and monthly statements?
  • How do I report my IRA contributions when I file my taxes?
  • What state are my tax-exempt dividends from?
  • How do I view my cost basis information?
Frequently Asked Questions | Ellevest