![]() ![]() Wealthfront Cash Account Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Debit Card is optional and must be requested. Checking features for the Cash Account are subject to identity verification by Green Dot Bank. We’ve partnered with Green Dot Bank, Member FDIC, to bring you checking features. Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC. Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. This communication has been prepared solely for informational purposes only. If they don’t, you may need to contact us or your previous firm. Check to make sure all of your transactions have cost basis.For each dividend row that has an entry in the “Foreign Taxes Paid” and “Country” columns, the “Amount” column is the foreign source income. Your Form 1099-DIV (dividends) may include a value for line 6, “Foreign tax paid,” and line 7, “Foreign country or US possession.” When prompted by TurboTax to provide a country-level breakdown, you can select/enter “Various” for the country and accept TurboTax’s prompt for the IRS’s “easy out.” If needed, you can find the income associated with line 6 by going to the dividend detail section in the latter part of your Form 1099.After importing your data, you may be prompted by TurboTax to “Tell Us More About Your Exempt Dividends.” At the State prompt, select “Multiple States” at the very bottom of the drop-down menu and uncheck the box for “I earned tax-exempt dividends in more than one state.” You received these dividends from a diversified portfolio of securities and, as such, they are not eligible for this state-by-state breakdown.If you receive corrections to your tax documents, there may be up to a 48 hour delay from the date the document is posted to your account until the updates are reflected in your imported TurboTax data.An IRA account will not have data available for import even if a Form 1099-R was issued. Tax data is only available for accounts which received a Consolidated Form 1099 detailing dividends received or security sales.When using TurboTax or similar applications with your Wealthfront account, please note: ![]()
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