When will the tax forms for my investment account be available?


As an investor in the Aspiration Redwood or Flagship Fund you will receive a Form 1099 reporting any income resulting from your investment with Aspiration. You will receive an email notifying you that your Form 1099 is available to download by mid February.

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.