Tax Forms & Reporting
Tax Season, Simplified
MeyerTrust handles the complexity of investment tax reporting so you don't have to. Automated forms, tax-loss harvesting, and direct integrations with major tax software make filing your taxes fast and accurate.
Open an AccountTax Forms We Generate For You
| Form | Description | Available By |
|---|---|---|
| 1099-B | Proceeds from broker and barter exchange transactions | By Feb 15 |
| 1099-DIV | Dividends and distributions from stocks and funds | By Jan 31 |
| 1099-INT | Interest income from bonds and cash accounts | By Jan 31 |
| 5498 | IRA contributions and rollovers | By May 31 |
| 1099-R | Distributions from retirement accounts | By Jan 31 |
Smarter tax management
From automated forms to proactive tax-loss harvesting, we minimize your tax burden year-round.
Automated 1099 Generation
Your 1099-B, 1099-DIV, and 1099-INT forms are generated automatically and available for download by January 31st each year.
Tax-Loss Harvesting
Our system automatically identifies opportunities to harvest losses and offset capital gains, potentially saving you thousands in taxes annually.
Realized Gain/Loss Reports
Detailed reports showing every realized gain and loss, organized by short-term and long-term holding periods for accurate tax filing.
TurboTax & H&R Block Integration
Import your tax data directly into TurboTax, H&R Block, or TaxAct with one click. No manual data entry required.
Wash Sale Tracking
Automatic wash sale rule monitoring prevents inadvertent violations and adjusts your cost basis accordingly.
Cost Basis Methods
Choose from FIFO, LIFO, specific identification, or average cost basis methods to optimize your tax outcome.
Make tax season stress-free
Open an account and let MeyerTrust handle your investment tax reporting automatically.
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