When will my tax forms be available?


Your tax forms (Form 1099) will be available by February 15th of each year.

To access your Form 1099, log in to your Aspiration account and click on your name in the upper right hand corner. Scroll down to “Fund Settings” and click on the acknowledgment to “Exit the Advisor web pages and Go to Mutual Fund Web Pages.” Click on “Your Statements and Tax Documents” and you will be able to access your Form 1099 from this year and years past.

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