It’s that magical time of year again! The birds are singing, the flowers are blooming, and anxious clients are calling us wondering where their tax documents are. If you’re one of those clients (we still love you), this post is for you.
The Mystery of the Missing Tax Forms
Picture this: You’re organizing your tax preparation materials. You’ve got your W-2s, your charitable donation receipts, and that crumpled receipt from that definitely-business-related lunch. But wait—where are your investment tax documents? You’ve checked the mailbox every day for two weeks. You’ve interrogated your mail carrier. You’ve accused your spouse of misplacing them.
And then it hits you…
You signed up for electronic delivery last year.
Don’t worry—it happens to the best of us. Remember how excited you were to “go green” and “reduce paper clutter”? Your past self made a brilliant decision; your present self just forgot about it.
Where to Find Your Digital Tax Documents
Your important tax documents haven’t vanished into the digital ether. They’re safely waiting for you in one of these locations:
Option 1: Your Custodian’s Website
Log in to your account at either:
- Schwab: Access your documents through the “Statements” or “Tax Documents” section
- Altruist: Find your tax forms in the “Documents” tab
Option 2: Almega Wealth Management’s Portal
If option 1 feels like too much work (we get it), you can also:
- Log in to your myAdvisorLink portal at Almega-Wealth.com/Login
- Navigate to the “Documents” section
- Find your tax documents in the “Custodian Documents” folder
- FYI – Some Altruist tax documents do not post automatically
Still Need Help?
If you’re experiencing technical difficulties or just want to hear a friendly voice, give us a call. We’re happy to walk you through the process or answer any questions about your tax documents.
Remember, electronic delivery means your tax documents are:
- More secure than paper mail
- Available as soon as they’re issued (no mail delays)
- Accessible anywhere you have internet
- Saving trees! 🌳
Here’s to a smooth tax season for all of us!
❤️ The Almega Wealth Management Team