How do I find my tax documents in Altruist?
During tax season, you will be issued your tax documents for your Altruist accounts online. In order to access your documents, see the instructions below
Tax Document Schedule
For 2024 tax documents, please see the following schedule to receive your documents in Altruist:
| Form | Account type or explanation | Date |
| Consolidated 1099 (Wave 1) |
Simple dividends, interest, sales, and miscellaneous income (generally only those for HYSAs will be available at this date)
|
January 31 |
| Consolidated 1099 (Wave 2) | Complex dividends, interest, sales, miscellaneous income, income reallocation, and Unit Investment Trusts (UIT). | February 28 |
| Corrected Consolidated 1099s | Corrected forms may be issued for various reasons, such as reallocations of dividend or interest payments by security issuers, updates to cost basis information, or adjustments due to wash sales. These amendments are marked with the letter "C" on the form. | March - April |
| 1099-R | Distributions of $10 or more from: profit-sharing or retirement plans, IRAs, annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc. | January 31 |
|
Form 5498
|
Details IRA contributions, required minimum distributions (RMDs), Roth IRA conversions, rollovers, and the fair market value (FMV) of IRA accounts. | May 31 |
| Form 592-B (California) |
7% California state tax withholding on sales transactions, dividends, and interest.
|
January - March 15 |
|
480.6 A,B,C,D (Puerto Rico)
|
Payment of dividends, interest, rent, salaries, wages, premiums, annuities, compensations, remuneration, or other fixed or determinable gains, profits, and income | February 28 |
(*Note: this schedule is provided by Altruist. We do not have any control over the scheduling or expediting of documents)
Access Documents Via Desktop
To access your tax forms in Altruist via desktop, log onto your account and click your initials icon in the top right corner.
Then click "Documents"
From the documents tab, can filter by each account with the dropdown arrow and filter to show only "Tax Documents" as document type to clean up your view. Otherwise you should be able to locate the documents you are looking for by scrolling down through the list.
Click "View" on the right hand side and your document should begin downloading immediately.
Access Documents Via Mobile
To access your tax forms in Altruist via mobile, log onto your app and navigate to the "Profile" tab in the bottom right corner, then tap "Documents"
Your accounts should be listed on the next page. Choose the account you are looking to access the documents for. Then you should see documents listed that are accessible.
On Mobile, the title will just be listed as "Tax" but once you click into it, you can see which tax document (1099, 5498, etc.) corresponds to that item.
Once you click into your document, click "Share" in the top right hand corner to display options to download and save to files, email as attachment, print, or other methods of sharing according to your phone setup.