Financial Reports & Tax Documents
All Documents
| Document Name | Type | Tax Year | Date Added | Status | Actions |
|---|---|---|---|---|---|
| 2023 Tax Return | 1040 | 2023 | Apr 15, 2024 | Filed | |
| W-2 Acme Corp | W-2 | 2023 | Jan 31, 2024 | Received | |
| 1099-DIV Brokerage Inc | 1099-DIV | 2023 | Feb 15, 2024 | Received | |
| Q4 Investment Statement | Statement | 2023 | Jan 15, 2024 | Archived | |
| 1099-B Trades Summary | 1099-B | 2023 | Feb 15, 2024 | Received |