Where are my Tax Documents? | Phillips Financial

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Where are my 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?

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.

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