How to View and Download Tax Forms
Tax forms provide a clear record of key changes to your IRA, including contributions, distributions, and your account's fair market value. Regularly reviewing this information is essential for making informed decisions about your retirement strategy and staying within IRS limits.
In the Entrust Client Portal, you can view and download your tax forms quickly and easily. Here’s how:
- Access the Tax Forms Section: After logging into the Entrust Client Portal, navigate to the Dashboard. Locate the box with your account number. Within this box, click on the “Tax Forms” button. This will take you to the section where all your tax forms are stored. These forms are organized with the most recent ones at the top. If you're looking for forms from a specific time period, you can use the filtering options to narrow down the results by time period or other criteria.
- Download Your Tax Forms: To download a tax form, simply click on the "Download" button next to the form you need. The file will automatically download to your computer's Downloads folder.
By following these steps, you can easily view and download your tax forms directly from the Entrust Client Portal.
