woman in denim acket

Where to find your tax documents

Finding Your Tax Documents

When you’re ready to do your taxes, you want to have all the paperwork you need. Did you know the quickest way to get your tax forms from Raymond James is through the Client Access portal? Watch where to go to find your 1099 or 5498. In a few clicks, you’ll have them in front of you and be ready to start preparing your annual tax return. You’ll also get the forms in the mail (unless you’ve selected e-Delivery for tax forms), but online access is the fastest way for you to get them.

All opinions expressed are those of the author and not necessarily those of Raymond James. Opinions expressed are as of this date and subject to change at any time without notice.